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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,592 |
DA DAVIDSON & CO4 years Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $46,019 |
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 | $57,647 | $52,293+10.2% | $178,490-67.7% | $73,409-21.5% |
| Participation rate | 92.2% | 65.3%+26.9pp | 81.9%+10.3pp | 72.2%+20.0pp |
| Annual return | 17.32% | 34.75%-17.4pp | 151.07%-133.7pp | 59.29%-42.0pp |
| Employer contribution / active EE | $1,021 | $1,735-41.2% | $5,011-79.6% | $2,234-54.3% |
| Participant deferral / active EE | $3,809 | $2,332+63.3% | $5,202-26.8% | $3,805+0.1% |
| Admin fee / account holder | $193 | $127+51.6% | $13,984-98.6% | $158+22.3% |