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 |
|---|---|---|
EQUITY SERVICES INC2 years Filed as: EQUITY SERVICES, INC. Service code 27 · EIN 03-0221141 | Advisory (Plan) | $37,441 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,616 |
Filed as: ATLANTIC PENSION SERVICES INC Service code 49 · EIN 23-2942715 | Other Services | $7,557 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $90,001 | $70,908+26.9% | $98,907-9.0% | $73,488+22.5% |
| Participation rate | 97.2% | 73.8%+23.4pp | 76.0%+21.1pp | 70.7%+26.5pp |
| Annual return | 14.94% | 34.17%-19.2pp | 196.43%-181.5pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,704 | $2,036+32.8% | $2,689+0.6% | $2,270+19.1% |
| Participant deferral / active EE | $6,363 | $3,500+81.8% | $4,244+49.9% | $3,740+70.2% |
| Admin fee / account holder | $130 | $535-75.7% | $6,642-98.0% | $513-74.6% |