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 MANAGEMENT5+ years Service code 27 · EIN 47-0730826 | Advisory (Plan) | $22,372 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,542 |
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 | $38,615 | $58,879-34.4% | $178,490-78.4% | $73,488-47.5% |
| Participation rate | 66.5% | 66.2%+0.2pp | 81.9%-15.5pp | 70.7%-4.2pp |
| Annual return | 11.48% | 24.86%-13.4pp | 151.07%-139.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,648 | $2,236-26.3% | $5,011-67.1% | $2,270-27.4% |
| Participant deferral / active EE | $2,837 | $2,567+10.5% | $5,202-45.5% | $3,740-24.1% |
| Admin fee / account holder | $194 | $400-51.6% | $13,984-98.6% | $513-62.3% |