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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 |
|---|---|---|
401KLOGIC LLC11+ years Service code 27 · EIN 90-0794213 | Advisory (Plan) | $59,857 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,991 |
JOHNSON, PETEREK & HOWSE1 year Filed as: JOHMSON, PETEREK & HOWSE Service code 10 · EIN 83-2268776 | Accounting | $16,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,726 | $56,767+28.1% | $101,794-28.6% | $85,563-15.0% |
| Participation rate | 68.7% | 57.6%+11.1pp | 69.2%-0.5pp | 66.0%+2.7pp |
| Annual return | 15.02% | 17.76%-2.7pp | 30.53%-15.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $0 | $1,112-100.0% | $2,289-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $4,759 | $2,720+75.0% | $4,084+16.5% | $4,375+8.8% |
| Admin fee / account holder | $501 | $1,098-54.3% | $8,777-94.3% | $834-39.9% |