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 |
|---|---|---|
HEFREN-TILLOTSON, INC.3+ years Filed as: HEFREN TILLOTSON INC Service code 27 · EIN 25-1121408 | Advisory (Plan) | $22,187 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,594 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,812 | $67,606+55.0% | $82,313+27.3% | $70,131+49.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.51% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $4,564 | $1,755+160.1% | $2,428+88.0% | $2,342+94.9% |
| Participant deferral / active EE | $2,721 | $2,987-8.9% | $3,706-26.6% | $3,332-18.3% |
| Admin fee / account holder | $84 | $4,512-98.1% | $5,608-98.5% | $4,645-98.2% |