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 |
|---|---|---|
BOYLE CAPITAL MANAGEMENT1+ years Filed as: BOYLE, MICHAEL T. Service code 49 1013 CENTRE RD STE 100 · WILMINGTON, DE 198051265 | Other Services | $15,509 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,320 |
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 | $65,567 | $39,245+67.1% | $64,105+2.3% | $52,331+25.3% |
| Participation rate | 57.6% | 58.2%-0.7pp | 68.2%-10.6pp | 68.1%-10.5pp |
| Annual return | -1.36% | 14.79%-16.1pp | 791.24%-792.6pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,064 | $736+44.6% | $1,820-41.5% | $1,882-43.4% |
| Participant deferral / active EE | $3,430 | $1,992+72.2% | $2,822+21.6% | $3,022+13.5% |
| Admin fee / account holder | $22 | $592-96.3% | $4,499-99.5% | $592-96.3% |