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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $10,282 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $763 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $179,090 | $99,957+79.2% | $149,696+19.6% | $73,488+143.7% |
| Participation rate | 91.1% | 75.7%+15.4pp | 82.5%+8.7pp | 70.7%+20.4pp |
| Annual return | 12.73% | 53.87%-41.1pp | 276.60%-263.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,961 | $3,191-7.2% | $4,644-36.2% | $2,270+30.4% |
| Participant deferral / active EE | $8,273 | $6,073+36.2% | $6,842+20.9% | $3,740+121.2% |
| Admin fee / account holder | $6 | $551-98.9% | $9,309-99.9% | $513-98.8% |