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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE O.N. EQUITY SALES COMPANY3+ years Filed as: O N EQUITY SALES COMPANY Service code 49 · EIN 31-0742113 | Other Services | $29,048 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,138 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,140 | $55,453-20.4% | $170,442-74.1% | $62,292-29.1% |
| Participation rate | 73.5% | 66.4%+7.1pp | 83.6%-10.1pp | 69.5%+4.0pp |
| Annual return | 15.30% | 21.38%-6.1pp | 205.93%-190.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $1,011 | $2,164-53.3% | $5,433-81.4% | $2,042-50.5% |
| Participant deferral / active EE | $2,421 | $2,303+5.1% | $4,939-51.0% | $3,169-23.6% |
| Admin fee / account holder | $20 | $455-95.5% | $13,880-99.9% | $479-95.8% |