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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 |
|---|---|---|
Filed as: OXFORD FINANCIAL GROUP Service code 27 · EIN 31-0565494 | Advisory (Plan) | $20,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,118 |
ASSOCIATED PENSION CONSULTANTS2+ years Service code 13 · EIN 11-3271022 | Contract Administrator | $5,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $40,876 | $63,924-36.1% | $108,579-62.4% | $55,167-25.9% |
| Participation rate | 56.4% | 74.3%-18.0pp | 79.6%-23.2pp | 69.0%-12.6pp |
| Annual return | 7.27% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-162.0pp |
| Employer contribution / active EE | $812 | $1,879-56.8% | $3,758-78.4% | $1,963-58.6% |
| Participant deferral / active EE | $2,162 | $3,067-29.5% | $4,311-49.8% | $3,054-29.2% |
| Admin fee / account holder | $209 | $618-66.1% | $7,645-97.3% | $504-58.4% |