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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,461 |
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $1,667 |
Service code 49 · EIN 74-2794194 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $79,775 | $71,192+12.1% | $117,854-32.3% | $62,292+28.1% |
| Participation rate | 98.6% | 74.2%+24.3pp | 79.7%+18.9pp | 69.5%+29.1pp |
| Annual return | 16.36% | 18.66%-2.3pp | 335.08%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,429 | $1,934-26.1% | $3,786-62.3% | $2,042-30.0% |
| Participant deferral / active EE | $3,800 | $3,189+19.2% | $4,482-15.2% | $3,169+19.9% |
| Admin fee / account holder | $20 | $587-96.7% | $8,020-99.8% | $479-95.9% |