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 6-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,238 |
RETIREMENT ADVISORS, LLC1 year Filed as: RETIREMENT ADVISORS LLC Service code 27 · EIN 30-0490764 | Advisory (Plan) | $16,554 |
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 | $67,580 | $100,801-33.0% | $149,696-54.9% | $73,409-7.9% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 261.19% | 265.34%-4.1pp | 276.60%-15.4pp | 59.29%+201.9pp |
| Employer contribution / active EE | $811 | $3,312-75.5% | $4,644-82.5% | $2,234-63.7% |
| Participant deferral / active EE | $6,654 | $6,404+3.9% | $6,842-2.7% | $3,805+74.8% |
| Admin fee / account holder | $169 | $181-6.5% | $9,309-98.2% | $158+7.1% |