See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAWLEY RETIREMENT ADVISORS Service code 27 · EIN 27-4034238 | Advisory (Plan) | $14,030 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,461 |
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 | $48,911 | $54,590-10.4% | $81,930-40.3% | $73,488-33.4% |
| Participation rate | 82.6% | 68.3%+14.3pp | 72.0%+10.6pp | 70.7%+12.0pp |
| Annual return | 17.54% | 17.74%-0.2pp | 29.49%-12.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $336 | $1,636-79.5% | $4,310-92.2% | $2,270-85.2% |
| Participant deferral / active EE | $2,539 | $2,759-8.0% | $7,107-64.3% | $3,740-32.1% |
| Admin fee / account holder | $117 | $592-80.2% | $5,158-97.7% | $513-77.1% |