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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.
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 |
|---|---|---|
Filed as: PRINCIPAL Service code 64 300 WALNUT STREET · DE MOINES, IA 50392 | Recordkeeping Fees | $5,115 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $174 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,709 | $64,119-80.2% | $112,228-88.7% | $66,914-81.0% |
| Participation rate | 89.7% | 68.5%+21.2pp | 75.1%+14.6pp | 69.8%+19.9pp |
| Annual return | -20.26% | -13.81%-6.5pp | 27.45%-47.7pp | 1.58%-21.8pp |
| Employer contribution / active EE | $818 | $3,005-72.8% | $3,635-77.5% | $2,544-67.8% |
| Participant deferral / active EE | $3,675 | $3,693-0.5% | $4,728-22.3% | $4,237-13.3% |
| Admin fee / account holder | $36 | $625-94.2% | $6,410-99.4% | $593-93.9% |