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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,864 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 49 | Other Services | $18,531 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC CAPTIAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $29,281 | $55,453-47.2% | $170,442-82.8% | $62,292-53.0% |
| Participation rate | 82.6% | 66.4%+16.2pp | 83.6%-1.0pp | 69.5%+13.1pp |
| Annual return | 17.26% | 21.38%-4.1pp | 205.93%-188.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $986 | $2,164-54.4% | $5,433-81.9% | $2,042-51.7% |
| Participant deferral / active EE | $2,197 | $2,303-4.6% | $4,939-55.5% | $3,169-30.7% |
| Admin fee / account holder | $131 | $455-71.3% | $13,880-99.1% | $479-72.7% |