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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,428 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $91,246 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 13 · EIN 85-0833363 | Contract Administrator | $10,602 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 | Contract Administrator | $4,032 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,303 | $104,919-69.2% | $116,228-72.2% | $85,563-62.2% |
| Participation rate | 74.6% | 78.6%-4.0pp | 74.6%+0.1pp | 66.0%+8.7pp |
| Annual return | 4.63% | 15.38%-10.8pp | 90.06%-85.4pp | 31.51%-26.9pp |
| Employer contribution / active EE | $1,295 | $3,485-62.8% | $2,994-56.7% | $2,654-51.2% |
| Participant deferral / active EE | $3,041 | $5,306-42.7% | $4,953-38.6% | $4,375-30.5% |
| Admin fee / account holder | $492 | $429+14.8% | $11,989-95.9% | $834-41.1% |