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 |
|---|---|---|
ALLEN MOONEY & BARNES BROKERAGE SER2+ years Service code 49 · EIN 74-3070309 | Other Services | $18,040 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,393 |
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 | $22,935 | $46,732-50.9% | $156,549-85.3% | $55,167-58.4% |
| Participation rate | 92.2% | 65.8%+26.4pp | 84.0%+8.2pp | 69.0%+23.2pp |
| Annual return | 10.52% | 17.72%-7.2pp | 32.23%-21.7pp | 169.23%-158.7pp |
| Employer contribution / active EE | $897 | $2,105-57.4% | $5,501-83.7% | $1,963-54.3% |
| Participant deferral / active EE | $2,314 | $2,204+5.0% | $4,871-52.5% | $3,054-24.2% |
| Admin fee / account holder | $59 | $418-86.0% | $13,027-99.6% | $504-88.4% |