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 12 · EIN 13-3689044 | Float revenue; Participant communicat... | $174,430 |
Filed as: PRINCOR FINANCIAL SERVICES Service code 16 711 HIGH STREET · DES MOINES, IA 50392 | Consulting | $55,367 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $24,769 | $33,745-26.6% | $64,105-61.4% | $55,191-55.1% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.2%+31.8pp | 69.2%+30.8pp |
| Annual return | 0.92% | 4.95%-4.0pp | 791.24%-790.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $632 | $641-1.4% | $1,820-65.3% | $1,899-66.7% |
| Participant deferral / active EE | $2,789 | $1,929+44.6% | $2,822-1.1% | $3,046-8.4% |
| Admin fee / account holder | $164 | $94+73.8% | $4,499-96.4% | $91+80.6% |