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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.
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 JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $41,309 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SPECIALISTS, LTD Service code 13 | Contract Administrator | $8,921 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,524 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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).
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 | $118,615 | $89,248+32.9% | $136,007-12.8% | $74,495+59.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.99% | 22.76%-9.8pp | 579.32%-566.3pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,488 | $2,838+58.2% | $4,217+6.4% | $2,623+71.1% |
| Participant deferral / active EE | $12,091 | $4,598+163.0% | $7,025+72.1% | $4,346+178.2% |
| Admin fee / account holder | $27 | $1,545-98.2% | $6,858-99.6% | $1,942-98.6% |