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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,337 |
DA DAVIDSON & CO1 year Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $44,403 |
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 | $50,524 | $46,173+9.4% | $170,442-70.4% | $69,631-27.4% |
| Participation rate | 79.3% | 63.9%+15.4pp | 83.6%-4.3pp | 70.7%+8.6pp |
| Annual return | 17.75% | 21.62%-3.9pp | 205.93%-188.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $912 | $1,610-43.4% | $5,433-83.2% | $2,032-55.1% |
| Participant deferral / active EE | $3,062 | $2,080+47.2% | $4,939-38.0% | $3,224-5.0% |
| Admin fee / account holder | $231 | $116+99.6% | $13,880-98.3% | $110+109.6% |