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 9-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 |
|---|---|---|
Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN ROAD · HARRISBURG, PA 17112 | Contract Administrator | $7,190 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,135 |
RAINER & COMPANY2 years Service code 10 · EIN 23-2183936 2 CAMPUS BOULEVARD SUITE 220 · NEWTOWN SQUARE, PA 19073 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,662 | $85,202-85.1% | $172,739-92.7% | $72,985-82.7% |
| Participation rate | 70.8% | 70.1%+0.7pp | 82.6%-11.9pp | 69.5%+1.3pp |
| Annual return | 25.55% | 27.32%-1.8pp | 802.84%-777.3pp | 81.00%-55.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,365 | $3,260-58.1% | $5,198-73.7% | $3,607-62.2% |
| Admin fee / account holder | $397 | $5,884-93.2% | $13,954-97.2% | $5,124-92.2% |