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 Service code 14 · EIN 42-0127290 | Plan Administrator | $25,616 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF LABOR Service code 21 · EIN 48-0150325 | Bank Trustee | $24,996 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 | Securities Custodian | $21,749 |
STERN BROTHERS5 years Service code 34 · EIN 43-1749095 | Direct payment from the plan; Valuati... | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,622 | $82,917+121.5% | $103,333+77.7% | $77,643+136.5% |
| Participation rate | 98.1% | 71.6%+26.5pp | 74.5%+23.6pp | 70.6%+27.5pp |
| Annual return | 8.15% | 19.13%-11.0pp | 24.88%-16.7pp | 31.24%-23.1pp |
| Employer contribution / active EE | $2,370 | $3,552-33.3% | $3,868-38.7% | $2,726-13.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $112 | $638-82.5% | $8,355-98.7% | $430-74.0% |