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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.
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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 |
|---|---|---|
HEFREN-TILLOTSON, INC.1+ years Filed as: HEFREN TILLOTSON INC Service code 49 · EIN 25-1121408 | Other Services | $10,277 |
HOROVITZ, RUDOY & ROTEMAN LLC1+ years Filed as: HOROVITZ RUDOY & ROTEMAN Service code 10 · EIN 25-1031723 | Accounting | $7,500 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,736 |
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 | $95,434 | $56,199+69.8% | $67,652+41.1% | $59,632+60.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.15% | 18505.31%-18505.5pp | 6625.04%-6625.2pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $3,906 | $1,614+142.0% | $2,266+72.4% | $2,203+77.4% |
| Participant deferral / active EE | $2,835 | $2,844-0.3% | $3,560-20.4% | $3,192-11.2% |
| Admin fee / account holder | $136 | $3,958-96.6% | $4,821-97.2% | $4,297-96.8% |