See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,139 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,399 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,700 | $52,293-8.8% | $178,490-73.3% | $73,409-35.0% |
| Participation rate | 95.2% | 65.3%+29.8pp | 81.9%+13.2pp | 72.2%+23.0pp |
| Annual return | 14.87% | 34.75%-19.9pp | 151.07%-136.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,282 | $1,735-26.1% | $5,011-74.4% | $2,234-42.6% |
| Participant deferral / active EE | $4,323 | $2,332+85.3% | $5,202-16.9% | $3,805+13.6% |
| Admin fee / account holder | $250 | $127+96.6% | $13,984-98.2% | $158+58.6% |