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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,341 |
DA DAVIDSON & CO3 years Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $45,927 |
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 | $60,314 | $62,928-4.2% | $172,739-65.1% | $67,579-10.8% |
| Participation rate | 78.6% | 64.5%+14.1pp | 82.6%-4.1pp | 71.3%+7.3pp |
| Annual return | 22.28% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $933 | $1,636-43.0% | $5,143-81.9% | $2,148-56.6% |
| Participant deferral / active EE | $3,527 | $2,145+64.4% | $5,198-32.1% | $3,539-0.4% |
| Admin fee / account holder | $270 | $167+61.9% | $13,954-98.1% | $142+89.6% |