Filed August 15, 2019 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $115,450 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $53,639 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,735 | $79,523+35.5% | $140,016-23.1% | $56,287+91.4% |
| Participation rate | 99.6% | 85.7%+13.9pp | 87.5%+12.1pp | 69.9%+29.7pp |
| Annual return | -5.31% | 2.39%-7.7pp | 651.12%-656.4pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,535 | $3,350-24.3% | $5,606-54.8% | $2,111+20.1% |
| Participant deferral / active EE | $6,122 | $5,129+19.4% | $6,927-11.6% | $3,350+82.8% |
| Admin fee / account holder | $421 | $614-31.4% | $10,705-96.1% | $521-19.1% |