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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,742 |
THE CENTURION GROUP, LLC2 years Filed as: CENTURION GROUP LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $29,011 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $10,212 |
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).
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 | $55,460 | $55,790-0.6% | $76,817-27.8% | $67,579-17.9% |
| Participation rate | 95.2% | 71.1%+24.1pp | 72.1%+23.1pp | 71.3%+23.9pp |
| Annual return | 17.71% | 64.45%-46.7pp | 1166.11%-1148.4pp | 378.56%-360.8pp |
| Employer contribution / active EE | $666 | $1,810-63.2% | $2,302-71.1% | $2,148-69.0% |
| Participant deferral / active EE | $3,368 | $2,875+17.2% | $3,336+1.0% | $3,539-4.8% |
| Admin fee / account holder | $150 | $159-5.9% | $6,420-97.7% | $142+5.2% |