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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.
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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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,982 |
WARREN AVERETT, LLC2+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $10,000 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $5,891 |
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 | $36,631 | $107,378-65.9% | $108,579-66.3% | $57,658-36.5% |
| Participation rate | 93.6% | 77.1%+16.5pp | 79.6%+14.0pp | 70.2%+23.4pp |
| Annual return | 6.68% | 12.80%-6.1pp | -51.70%+58.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $1,281 | $1,782-28.1% | $3,758-65.9% | $1,974-35.1% |
| Participant deferral / active EE | $3,433 | $3,221+6.6% | $4,311-20.4% | $3,061+12.2% |
| Admin fee / account holder | $155 | $108+43.1% | $7,645-98.0% | $95+64.3% |