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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.
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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 |
|---|---|---|
BAKER TILLY US, LLP1 year Service code 27 · EIN 46-2648231 | Advisory (Plan) | $9,994 |
WALDRON H RAND & COMPANY, P.C.1 year Filed as: WALDRON H. RAND Service code 10 · EIN 04-2759781 | Accounting | $6,850 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,200 | $37,393+77.0% | $77,024-14.1% | $66,914-1.1% |
| Participation rate | 10.8% | 52.9%-42.1pp | 67.9%-57.1pp | 69.8%-59.0pp |
| Annual return | -18.80% | -3.29%-15.5pp | 42.32%-61.1pp | 1.58%-20.4pp |
| Employer contribution / active EE | $207 | $1,531-86.4% | $2,812-92.6% | $2,544-91.8% |
| Participant deferral / active EE | $1,086 | $2,617-58.5% | $4,426-75.5% | $4,237-74.4% |
| Admin fee / account holder | $748 | $567+31.9% | $5,425-86.2% | $593+26.0% |