See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC. Service code 49 | Other Services | $8,672 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,831 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,118 | $91,418-55.0% | $87,100-52.8% | - |
| Participation rate | 97.0% | 78.6%+18.4pp | 76.9%+20.1pp | - |
| Annual return | 16.92% | 14.06%+2.9pp | 28.19%-11.3pp | - |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,521-100.0% | - |
| Participant deferral / active EE | $3,539 | $3,251+8.9% | $4,049-12.6% | - |
| Admin fee / account holder | $25 | $8,929-99.7% | $7,497-99.7% | - |