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 Service code 27 · EIN 25-1121408 | Advisory (Plan) | $25,406 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,946 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,894 | $78,422+64.4% | $95,952+34.3% | $79,858+61.4% |
| Participation rate | 97.1% | 73.5%+23.6pp | 77.1%+20.0pp | 69.6%+27.4pp |
| Annual return | 11.40% | 19.37%-8.0pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,342 | $1,945+71.8% | $2,541+31.5% | $2,471+35.2% |
| Participant deferral / active EE | $3,689 | $3,440+7.2% | $4,167-11.5% | $3,740-1.4% |
| Admin fee / account holder | $108 | $5,622-98.1% | $6,795-98.4% | $5,306-98.0% |