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 |
|---|---|---|
LINKENBACH, REX W.1+ years Service code 49 41 E 4TH ST · MANSFIELD, OH 449021303 | Other Services | $58,317 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,630 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $145,891 | $50,498+188.9% | $75,781+92.5% | $55,191+164.3% |
| Participation rate | 98.3% | 69.4%+28.9pp | 75.8%+22.5pp | 69.2%+29.1pp |
| Annual return | 0.34% | 1.80%-1.5pp | 9.68%-9.3pp | 10.78%-10.4pp |
| Employer contribution / active EE | $4,841 | $2,291+111.3% | $3,323+45.7% | $1,899+155.0% |
| Participant deferral / active EE | $5,826 | $2,589+125.0% | $3,651+59.6% | $3,046+91.3% |
| Admin fee / account holder | $5 | $123-95.9% | $5,299-99.9% | $91-94.4% |