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 |
|---|---|---|
HOULIHAN LOKEY FINANCIAL ADVISORS4+ years Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $68,658 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $22,815 |
COHNREZNICK LLP1 year Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $12,250 |
CITIZENS BANK4+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $9,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,018 | $88,122+86.1% | $141,162+16.2% | $67,579+142.7% |
| Participation rate | 94.6% | 76.5%+18.1pp | 82.5%+12.1pp | 71.3%+23.3pp |
| Annual return | 15.76% | 75.40%-59.6pp | 71.39%-55.6pp | 378.56%-362.8pp |
| Employer contribution / active EE | $12,644 | $3,224+292.1% | $4,735+167.0% | $2,148+488.7% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $238 | $131+82.1% | $10,261-97.7% | $142+67.5% |