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 LLC6+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $27,839 |
THE BENEFIT PRACTICE6+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $10,445 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,752 |
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 | $65,875 | $59,417+10.9% | $93,606-29.6% | $74,495-11.6% |
| Participation rate | 89.3% | 59.7%+29.7pp | 68.7%+20.6pp | 67.2%+22.1pp |
| Annual return | 16.87% | 81.83%-65.0pp | 133.20%-116.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $12,269 | $3,050+302.2% | $4,411+178.1% | $4,346+182.3% |
| Admin fee / account holder | $51 | $3,021-98.3% | $8,285-99.4% | $1,942-97.4% |