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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 SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,649 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,519 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,673 | $92,055-75.4% | $106,213-78.7% | $77,643-70.8% |
| Participation rate | 96.8% | 81.0%+15.8pp | 75.3%+21.5pp | 70.6%+26.3pp |
| Annual return | 17.09% | 17.91%-0.8pp | 116.14%-99.1pp | 31.24%-14.1pp |
| Employer contribution / active EE | $2,565 | $3,367-23.8% | $3,171-19.1% | $2,726-5.9% |
| Participant deferral / active EE | $4,656 | $5,386-13.6% | $5,016-7.2% | $4,647+0.2% |
| Admin fee / account holder | $41 | $219-81.4% | $11,033-99.6% | $430-90.5% |