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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES, INC Service code 49 · EIN 42-0941553 | Other Services | $19,503 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,805 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,474 | $101,317+87.0% | $146,958+28.9% | $74,495+154.3% |
| Participation rate | 92.8% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.6pp |
| Annual return | 15.76% | 8730.91%-8715.2pp | 418.34%-402.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,152 | $3,810+9.0% | $4,933-15.8% | $2,623+58.3% |
| Participant deferral / active EE | $11,288 | $7,303+54.6% | $8,070+39.9% | $4,346+159.8% |
| Admin fee / account holder | $9 | $1,739-99.5% | $12,998-99.9% | $1,942-99.5% |