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 MANAGEMENT4+ years Service code 27 · EIN 47-0730826 | Advisory (Plan) | $19,614 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,183 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,351 | $52,953-35.1% | $172,739-80.1% | $65,185-47.3% |
| Participation rate | 71.4% | 66.2%+5.2pp | 82.6%-11.2pp | 70.2%+1.2pp |
| Annual return | 5.88% | 30.12%-24.2pp | 802.84%-797.0pp | 29.38%-23.5pp |
| Employer contribution / active EE | $1,855 | $2,190-15.3% | $5,143-63.9% | $2,177-14.8% |
| Participant deferral / active EE | $3,145 | $2,471+27.3% | $5,198-39.5% | $3,514-10.5% |
| Admin fee / account holder | $197 | $472-58.3% | $13,954-98.6% | $847-76.8% |