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 |
|---|---|---|
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $10,988 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORP Service code 49 | Other Services | $8,594 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $2,922 |
LPL FINANCIAL4 years Service code 49 · EIN 95-2834236 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,970 | $78,485-82.2% | $106,213-86.8% | $74,495-81.2% |
| Participation rate | 78.4% | 72.8%+5.6pp | 75.3%+3.2pp | 67.2%+11.2pp |
| Annual return | 18.68% | 15.95%+2.7pp | 116.14%-97.5pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $738 | $2,523-70.8% | $3,171-76.7% | $2,623-71.9% |
| Participant deferral / active EE | $2,378 | $4,322-45.0% | $5,016-52.6% | $4,346-45.3% |
| Admin fee / account holder | $129 | $2,232-94.2% | $11,033-98.8% | $1,942-93.4% |