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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,798 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
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 | $60,625 | $89,355-32.2% | $141,162-57.1% | $72,985-16.9% |
| Participation rate | 70.3% | 75.1%-4.8pp | 82.5%-12.1pp | 69.5%+0.8pp |
| Annual return | 32.24% | 111.85%-79.6pp | 71.39%-39.2pp | 81.00%-48.8pp |
| Employer contribution / active EE | $1,998 | $3,114-35.8% | $4,735-57.8% | $2,440-18.1% |
| Participant deferral / active EE | $3,194 | $5,418-41.1% | $6,709-52.4% | $3,607-11.5% |
| Admin fee / account holder | $30 | $5,958-99.5% | $10,261-99.7% | $5,124-99.4% |