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 |
|---|---|---|
FORD & HARRISON LLP1+ years Filed as: FORD, GARRETT M. Service code 13 6550 ROCK SPRING DR · BETHESDA, MD 208171144 | Contract Administrator | $21,355 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,480 |
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 | $104,849 | $45,152+132.2% | $73,843+42.0% | $59,632+75.8% |
| Participation rate | 94.8% | 64.0%+30.8pp | 73.4%+21.4pp | 68.7%+26.1pp |
| Annual return | 0.76% | 27.40%-26.6pp | 2267.84%-2267.1pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $5,856 | $1,902+207.9% | $2,787+110.1% | $2,203+165.9% |
| Participant deferral / active EE | $6,655 | $2,574+158.6% | $3,583+85.7% | $3,192+108.5% |
| Admin fee / account holder | $28 | $3,516-99.2% | $4,880-99.4% | $4,297-99.4% |