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 |
|---|---|---|
KLINGMAN & ASSOCIATES, LLC2 years Service code 27 · EIN 06-1612508 | Advisory (Plan) | $52,292 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $52,292 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,221 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $130,899 | $42,810+205.8% | $169,463-22.8% | $55,725+134.9% |
| Participation rate | 95.0% | 64.7%+30.3pp | 77.8%+17.2pp | 70.9%+24.1pp |
| Annual return | -5.01% | -3.61%-1.4pp | 1.83%-6.8pp | 244.93%-249.9pp |
| Employer contribution / active EE | $2,962 | $1,402+111.3% | $4,159-28.8% | $2,078+42.5% |
| Participant deferral / active EE | $9,770 | $3,141+211.0% | $5,277+85.2% | $3,356+191.2% |
| Admin fee / account holder | $21 | $106-79.9% | $9,109-99.8% | $115-81.4% |