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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,375 |
SIGMA FINANCIAL CORPORATION4+ years Service code 49 · EIN 38-2472555 | Other Services | $7,603 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,465 | $61,214-27.4% | $83,333-46.6% | $56,287-21.0% |
| Participation rate | 75.4% | 72.6%+2.8pp | 77.8%-2.4pp | 69.9%+5.6pp |
| Annual return | -4.03% | 0.42%-4.4pp | 10.63%-14.7pp | -9.96%+5.9pp |
| Employer contribution / active EE | $294 | $1,925-84.8% | $3,379-91.3% | $2,111-86.1% |
| Participant deferral / active EE | $1,969 | $5,091-61.3% | $5,565-64.6% | $3,350-41.2% |
| Admin fee / account holder | $263 | $512-48.5% | $7,510-96.5% | $521-49.4% |