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 |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 · EIN 27-4034238 | Advisory (Plan) | $15,892 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,470 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,556 | $50,666-0.2% | $76,817-34.2% | $65,185-22.4% |
| Participation rate | 77.7% | 68.8%+8.9pp | 72.1%+5.6pp | 70.2%+7.5pp |
| Annual return | 25.03% | 28.51%-3.5pp | 1166.11%-1141.1pp | 29.38%-4.4pp |
| Employer contribution / active EE | $365 | $1,575-76.8% | $2,302-84.1% | $2,177-83.2% |
| Participant deferral / active EE | $3,066 | $2,647+15.8% | $3,336-8.1% | $3,514-12.8% |
| Admin fee / account holder | $163 | $463-64.9% | $6,420-97.5% | $847-80.8% |