Filed December 22, 2020 (most recent of 6 filings on file)
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 FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $11,345 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,502 | $54,193+175.9% | $93,606+59.7% | $77,643+92.6% |
| Participation rate | 99.1% | 63.9%+35.2pp | 68.7%+30.4pp | 70.6%+28.6pp |
| Annual return | -0.90% | 30.54%-31.4pp | 133.20%-134.1pp | 31.24%-32.1pp |
| Employer contribution / active EE | $5,489 | $1,168+370.0% | $2,420+126.8% | $2,726+101.4% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $18 | $576-96.9% | $8,285-99.8% | $430-95.9% |