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 6-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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $18,024 |
KVLSM LLP1+ years Service code 10 · EIN 27-1329764 | Accounting | $10,500 |
T R PAUL INC.1+ years Service code 13 · EIN 06-0906361 | Contract Administrator | $7,202 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $4,951 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,228 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,355 | $54,573+27.1% | $90,951-23.7% | $73,488-5.6% |
| Participation rate | 88.3% | 61.2%+27.1pp | 69.0%+19.3pp | 70.7%+17.6pp |
| Annual return | 10.20% | 16.69%-6.5pp | 134.60%-124.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $435 | $991-56.2% | $2,122-79.5% | $2,270-80.9% |
| Participant deferral / active EE | $5,661 | $2,517+124.9% | $3,373+67.8% | $3,740+51.4% |
| Admin fee / account holder | $171 | $521-67.2% | $5,959-97.1% | $513-66.6% |