Filed February 12, 2018
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 · EIN 42-0941553 | Other Commissions | $12,985 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,241 |
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 | $31,333 | $54,573-42.6% | $90,951-65.5% | $73,488-57.4% |
| Participation rate | 80.9% | 61.2%+19.7pp | 69.0%+11.9pp | 70.7%+10.2pp |
| Annual return | 20.15% | 16.69%+3.5pp | 134.60%-114.4pp | 28.51%-8.4pp |
| Employer contribution / active EE | $719 | $991-27.5% | $2,122-66.1% | $2,270-68.3% |
| Participant deferral / active EE | $3,424 | $2,517+36.0% | $3,373+1.5% | $3,740-8.4% |
| Admin fee / account holder | $27 | $521-94.8% | $5,959-99.5% | $513-94.8% |