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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 |
|---|---|---|
IRON-CO-FID-COMPREHENSIVE11+ years Filed as: IRON ADMINISTRATION, LLC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $15,292 |
Filed as: PRINCIPAL LIFE Service code 13 · EIN 42-0127290 | Contract Administrator | $10,216 |
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING Service code 13 · EIN 84-4519624 | Contract Administrator | $2,178 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,648 | $50,982-2.6% | $154,803-67.9% | $85,563-42.0% |
| Participation rate | 46.9% | 59.8%-12.9pp | 78.1%-31.2pp | 66.0%-19.1pp |
| Annual return | 8.81% | 30.35%-21.5pp | 58.88%-50.1pp | 31.51%-22.7pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,511 | $2,474+1.5% | $5,540-54.7% | $4,375-42.6% |
| Admin fee / account holder | $215 | $846-74.5% | $14,329-98.5% | $834-74.2% |