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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 |
|---|---|---|
J D RESLEY ASSOCIATES INC3+ years Service code 49 · EIN 35-1970909 | Other Services | $10,660 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,684 |
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).
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 | $22,791 | $46,173-50.6% | $170,442-86.6% | $69,631-67.3% |
| Participation rate | 42.4% | 63.9%-21.5pp | 83.6%-41.2pp | 70.7%-28.3pp |
| Annual return | 17.38% | 21.62%-4.2pp | 205.93%-188.6pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $426 | $1,610-73.5% | $5,433-92.2% | $2,032-79.0% |
| Participant deferral / active EE | $1,249 | $2,080-39.9% | $4,939-74.7% | $3,224-61.2% |
| Admin fee / account holder | $25 | $116-78.2% | $13,880-99.8% | $110-77.1% |