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 |
|---|---|---|
ALLEN MOONEY & BARNES BROKERAGE SER1+ years Service code 49 · EIN 74-3070309 | Other Services | $16,946 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,991 |
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 | $19,721 | $46,360-57.5% | $147,614-86.6% | $52,331-62.3% |
| Participation rate | 86.8% | 64.9%+21.8pp | 84.6%+2.1pp | 68.1%+18.7pp |
| Annual return | 0.34% | 1.62%-1.3pp | 61.98%-61.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,042 | $2,126-51.0% | $5,564-81.3% | $1,882-44.6% |
| Participant deferral / active EE | $1,470 | $2,258-34.9% | $4,895-70.0% | $3,022-51.4% |
| Admin fee / account holder | $58 | $766-92.5% | $11,611-99.5% | $592-90.2% |