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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,293 |
Service code 13 · EIN 39-1816008 | Contract Administrator | $4,919 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $4,445 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $26,745 | $57,354-53.4% | $83,848-68.1% | $64,186-58.3% |
| Participation rate | 90.2% | 68.6%+21.6pp | 76.1%+14.1pp | 69.6%+20.6pp |
| Annual return | -6.95% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,988 | $2,545+17.4% | $3,631-17.7% | $2,381+25.5% |
| Participant deferral / active EE | $2,106 | $2,993-29.7% | $4,082-48.4% | $3,470-39.3% |
| Admin fee / account holder | $141 | $4,046-96.5% | $5,478-97.4% | $4,888-97.1% |