Filed May 4, 2018
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 CUSTODY SOLUTIONS Service code 19 510 N VALLEY MILLS DRIVE · WACO, TX 76710 | Securities Custodian | $27,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,107 | $82,202-60.9% | $125,339-74.4% | $64,808-50.5% |
| Participation rate | 98.6% | 77.9%+20.8pp | 82.4%+16.3pp | 71.5%+27.2pp |
| Annual return | -2.99% | 3.48%-6.5pp | 572.05%-575.0pp | 32.82%-35.8pp |
| Employer contribution / active EE | $2,048 | $3,615-43.4% | $4,814-57.5% | $2,506-18.3% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $76 | $163-53.6% | $10,010-99.2% | $188-59.7% |