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 |
|---|---|---|
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $61,380 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,520 |
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 | $83,689 | $48,576+72.3% | $169,463-50.6% | $56,287+48.7% |
| Participation rate | 98.8% | 65.8%+32.9pp | 77.8%+21.0pp | 69.9%+28.9pp |
| Annual return | -5.90% | -2.51%-3.4pp | 1.83%-7.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $3,328 | $1,559+113.5% | $4,159-20.0% | $2,111+57.6% |
| Participant deferral / active EE | $10,076 | $3,275+207.7% | $5,277+91.0% | $3,350+200.8% |
| Admin fee / account holder | $20 | $435-95.5% | $9,109-99.8% | $521-96.2% |