Filed May 25, 2021 (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 | $16,182 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $6,712 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,121 | $53,822-49.6% | $75,696-64.2% | $85,850-68.4% |
| Participation rate | 94.6% | 69.1%+25.6pp | 74.8%+19.8pp | 69.3%+25.3pp |
| Annual return | 20.11% | 24.54%-4.4pp | 104.53%-84.4pp | 318.53%-298.4pp |
| Employer contribution / active EE | $3,429 | $2,017+70.0% | $2,743+25.0% | $2,565+33.7% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $195 | $3,343-94.2% | $3,619-94.6% | $6,260-96.9% |