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 4-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 |
|---|---|---|
EDWARD JONES2+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $33,800 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SPECIALISTS, LTD Service code 13 | Contract Administrator | $7,147 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,991 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,713 | $80,138+25.7% | $130,231-22.7% | $71,457+40.9% |
| Participation rate | 100.0% | 71.0%+29.0pp | 76.3%+23.7pp | 67.9%+32.1pp |
| Annual return | 17.61% | 16.81%+0.8pp | 38.77%-21.2pp | 28.85%-11.2pp |
| Employer contribution / active EE | $4,061 | $2,834+43.3% | $4,126-1.6% | $2,588+56.9% |
| Participant deferral / active EE | $11,001 | $4,641+137.1% | $6,799+61.8% | $4,289+156.5% |
| Admin fee / account holder | $25 | $1,035-97.6% | $6,020-99.6% | $1,587-98.4% |