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 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $4,708 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $4,409 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,763 |
SII INVESTMENTS INC3+ years Service code 55 · EIN 39-1099262 | Other Commissions | $2,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,354 | $74,552-64.7% | $62,995-58.2% | $69,631-62.2% |
| Participation rate | 47.1% | 78.3%-31.2pp | 74.8%-27.7pp | 70.7%-23.6pp |
| Annual return | 20.89% | 15.77%+5.1pp | 87.57%-66.7pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $1,681 | $2,929-42.6% | $2,759-39.1% | $2,032-17.3% |
| Participant deferral / active EE | $2,444 | $2,974-17.8% | $3,329-26.6% | $3,224-24.2% |
| Admin fee / account holder | $22 | $59-62.3% | $3,600-99.4% | $110-79.7% |