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 7-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 |
|---|---|---|
HIGHTOWER ADVISORS LLC5+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $23,053 |
THE BENEFIT PRACTICE5+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $8,738 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,770 |
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 | $48,360 | $54,701-11.6% | $86,188-43.9% | $71,457-32.3% |
| Participation rate | 89.5% | 60.1%+29.4pp | 69.0%+20.5pp | 67.9%+21.6pp |
| Annual return | 21.54% | 20.06%+1.5pp | 1168.45%-1146.9pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,199 | $1,265-5.3% | $2,380-49.6% | $2,588-53.7% |
| Participant deferral / active EE | $12,026 | $3,108+286.9% | $3,985+201.8% | $4,289+180.4% |
| Admin fee / account holder | $41 | $1,922-97.9% | $6,852-99.4% | $1,587-97.4% |