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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,440 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS Service code 27 · EIN 47-0648506 | Advisory (Plan) | $9,784 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,337 | $73,102-28.4% | $123,544-57.6% | $56,287-7.0% |
| Participation rate | 49.4% | 74.3%-25.0pp | 82.3%-32.9pp | 69.9%-20.5pp |
| Annual return | -2.89% | 3.01%-5.9pp | 119.20%-122.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,383 | $2,977-53.5% | $4,628-70.1% | $2,111-34.5% |
| Participant deferral / active EE | $2,734 | $5,423-49.6% | $6,426-57.5% | $3,350-18.4% |
| Admin fee / account holder | $196 | $554-64.6% | $9,284-97.9% | $521-62.3% |