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 |
|---|---|---|
CASTLE ROCK INVESTMENT COMPANY1+ years Filed as: CASTLE, KEVIN M. Service code 49 242 SCOTT COURT · IOWA CITY, IA 52245 | Other Services | $8,885 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $989 |
Employer 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 | $41,931 | $52,884-20.7% | $84,750-50.5% | $55,167-24.0% |
| Participation rate | 95.3% | 67.5%+27.8pp | 76.6%+18.8pp | 69.0%+26.4pp |
| Annual return | 10.57% | 18.03%-7.5pp | 22.78%-12.2pp | 169.23%-158.7pp |
| Employer contribution / active EE | $296 | $2,233-86.7% | $3,574-91.7% | $1,963-84.9% |
| Participant deferral / active EE | $2,794 | $2,644+5.7% | $3,712-24.7% | $3,054-8.5% |
| Admin fee / account holder | $8 | $581-98.7% | $5,332-99.9% | $504-98.5% |