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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 8-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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $14,785 |
ACCLARO VALUATION ADVISORS4 years Service code 34 · EIN 46-0553969 | Direct payment from the plan; Valuati... | $13,500 |
JONES & ROTH, PC3 years Filed as: JONES AND ROTH PC Service code 10 · EIN 93-0819646 | Accounting | $13,300 |
Filed as: PRUDENT FIDUCIARY SERV LLC Service code 24 · EIN 82-1818132 | Discretionary Trustee | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,113 | $101,317-62.4% | $146,958-74.1% | $74,495-48.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | -9.97% | 8730.91%-8740.9pp | 418.34%-428.3pp | 1364.94%-1374.9pp |
| Employer contribution / active EE | $7,114 | $3,810+86.7% | $4,933+44.2% | $2,623+171.2% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $250 | $1,739-85.6% | $12,998-98.1% | $1,942-87.1% |