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 | $25,346 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,081 | $95,274-66.3% | $135,903-76.4% | $74,419-56.9% |
| Participation rate | 99.1% | 78.2%+20.9pp | 81.9%+17.2pp | 70.7%+28.3pp |
| Annual return | 6.58% | 32.77%-26.2pp | 68.23%-61.6pp | 34.38%-27.8pp |
| Employer contribution / active EE | $1,246 | $3,874-67.8% | $4,856-74.3% | $2,637-52.8% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $66 | $266-75.3% | $10,762-99.4% | $348-81.1% |