Filed April 22, 2020
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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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $15,152 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,703 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,009 | $58,879-52.4% | $178,490-84.3% | $73,488-61.9% |
| Participation rate | 89.0% | 66.2%+22.7pp | 81.9%+7.0pp | 70.7%+18.3pp |
| Annual return | 23.77% | 24.86%-1.1pp | 151.07%-127.3pp | 28.51%-4.7pp |
| Employer contribution / active EE | $1,067 | $2,236-52.3% | $5,011-78.7% | $2,270-53.0% |
| Participant deferral / active EE | $3,774 | $2,567+47.0% | $5,202-27.4% | $3,740+0.9% |
| Admin fee / account holder | $48 | $400-88.0% | $13,984-99.7% | $513-90.7% |