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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $273,704 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $48,462 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $43,393 |
NAVELLIER & ASSOCIATES INC2 years Service code 26 · EIN 88-0240393 | Advisory (Participants) | $21,978 |
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $8,077 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,600 | $112,623+34.6% | $106,213+42.7% | $199,593-24.0% |
| Participation rate | 92.2% | 86.2%+6.0pp | 75.3%+16.9pp | 72.0%+20.2pp |
| Annual return | 12.69% | 15.57%-2.9pp | 116.14%-103.4pp | 34.25%-21.6pp |
| Employer contribution / active EE | $5,215 | $4,575+14.0% | $3,171+64.4% | $3,034+71.9% |
| Participant deferral / active EE | $6,938 | $6,659+4.2% | $5,016+38.3% | $5,087+36.4% |
| Admin fee / account holder | $253 | $107+136.4% | $11,033-97.7% | $269-5.9% |