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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.
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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 15 · EIN 42-0127290 | Recordkeeping | $20,917 |
Participant contribution per participant 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 | $81,126 | $89,739-9.6% | $149,718-45.8% | $62,292+30.2% |
| Participation rate | 99.4% | 85.1%+14.3pp | 87.1%+12.4pp | 69.5%+29.9pp |
| Annual return | 41.58% | 21.01%+20.6pp | 1501.63%-1460.1pp | 28.90%+12.7pp |
| Employer contribution / active EE | $4,888 | $3,233+51.2% | $5,445-10.2% | $2,042+139.3% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $73 | $551-86.7% | $11,283-99.4% | $479-84.7% |