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 |
|---|---|---|
OXFORD FINANCIAL GROUP, LTD2 years Filed as: OXFORD FINANCIAL GROUP Service code 27 · EIN 31-0565494 | Advisory (Plan) | $11,250 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,547 |
Service code 13 · EIN 31-1299207 | Contract Administrator | $5,403 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $24,712 | $71,192-65.3% | $117,854-79.0% | $62,292-60.3% |
| Participation rate | 88.7% | 74.2%+14.5pp | 79.7%+9.0pp | 69.5%+19.2pp |
| Annual return | 15.95% | 18.66%-2.7pp | 335.08%-319.1pp | 28.90%-12.9pp |
| Employer contribution / active EE | $851 | $1,934-56.0% | $3,786-77.5% | $2,042-58.3% |
| Participant deferral / active EE | $2,358 | $3,189-26.1% | $4,482-47.4% | $3,169-25.6% |
| Admin fee / account holder | $94 | $587-84.0% | $8,020-98.8% | $479-80.4% |