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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,578 |
MFA ASSET MANAGEMENT5+ years Service code 17 · EIN 04-3540481 | Pension Consulting | $9,996 |
WALDRON H RAND & COMPANY, P.C.1 year Filed as: WALDRON H RAND & CO PC Service code 10 · EIN 04-2759781 | Accounting | $6,700 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,254 | $48,046+15.0% | $84,611-34.7% | $72,985-24.3% |
| Participation rate | 21.5% | 57.6%-36.1pp | 68.2%-46.7pp | 69.5%-48.0pp |
| Annual return | 25.03% | 37.38%-12.3pp | 258.74%-233.7pp | 81.00%-56.0pp |
| Employer contribution / active EE | $320 | $1,602-80.1% | $2,652-88.0% | $2,440-86.9% |
| Participant deferral / active EE | $1,770 | $2,680-34.0% | $3,899-54.6% | $3,607-50.9% |
| Admin fee / account holder | $901 | $3,395-73.5% | $4,912-81.7% | $5,124-82.4% |