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 |
|---|---|---|
EVERGREEN CAPITAL MANAGEMENT3+ years Service code 27 · EIN 47-0730826 | Advisory (Plan) | $16,907 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,568 | $47,977-36.3% | $154,107-80.2% | $56,287-45.7% |
| Participation rate | 68.6% | 66.2%+2.5pp | 83.0%-14.4pp | 69.9%-1.2pp |
| Annual return | 11.11% | 3.54%+7.6pp | 735.12%-724.0pp | -9.96%+21.1pp |
| Employer contribution / active EE | $1,548 | $2,169-28.6% | $5,298-70.8% | $2,111-26.7% |
| Participant deferral / active EE | $2,551 | $2,392+6.7% | $5,081-49.8% | $3,350-23.8% |
| Admin fee / account holder | $168 | $438-61.7% | $13,411-98.7% | $521-67.8% |