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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Service code 49 · EIN 43-0538770 | Other Services | $15,255 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,432 |
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 | $41,573 | $66,310-37.3% | $93,606-55.6% | $65,185-36.2% |
| Participation rate | 99.3% | 74.0%+25.3pp | 75.8%+23.5pp | 70.2%+29.1pp |
| Annual return | 20.33% | 42.58%-22.2pp | 32.76%-12.4pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,531 | $2,012-23.9% | $2,718-43.7% | $2,177-29.7% |
| Participant deferral / active EE | $4,308 | $3,342+28.9% | $4,069+5.9% | $3,514+22.6% |
| Admin fee / account holder | $53 | $6,897-99.2% | $7,888-99.3% | $847-93.8% |