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 |
|---|---|---|
RIDGE RETIREMENT CONSULTANTS LLC1+ years Service code 27 · EIN 46-5319173 | Advisory (Plan) | $99,778 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,590 |
NPPG1+ years Service code 49 · EIN 22-3349752 | Other Services | $25,000 |
TISHMAN SPEYER1+ years Service code 49 · EIN 13-2954404 | Other Services | $8,290 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,044 | $44,229+148.8% | $155,790-29.4% | $55,191+99.4% |
| Participation rate | 96.3% | 60.8%+35.4pp | 76.1%+20.2pp | 69.2%+27.1pp |
| Annual return | 0.39% | 0.37%0pp | 71.54%-71.1pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,040 | $1,317+130.7% | $3,836-20.8% | $1,899+60.1% |
| Participant deferral / active EE | $9,049 | $2,851+217.3% | $4,797+88.6% | $3,046+197.0% |
| Admin fee / account holder | $18 | $86-78.8% | $7,478-99.8% | $91-79.8% |