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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.
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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 |
|---|---|---|
LEFOLDT & COMPANY5+ years Filed as: LEFOLDT & COMPANY, PA Service code 10 · EIN 64-0854133 | Accounting | $13,030 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,971 |
Filed as: MORGAN WHITE GROUP RETIREMENT PLAN Service code 13 · EIN 72-1396518 | Contract Administrator | $4,570 |
Filed as: RAYMOND JAMES INSURANCE GROUP Service code 49 · EIN 59-1199408 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,823 | $54,573+9.6% | $90,951-34.2% | $73,488-18.6% |
| Participation rate | 64.2% | 61.2%+3.0pp | 69.0%-4.8pp | 70.7%-6.5pp |
| Annual return | 12.24% | 16.69%-4.4pp | 134.60%-122.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $560 | $991-43.5% | $2,122-73.6% | $2,270-75.3% |
| Participant deferral / active EE | $2,003 | $2,517-20.4% | $3,373-40.6% | $3,740-46.4% |
| Admin fee / account holder | $271 | $521-48.0% | $5,959-95.4% | $513-47.2% |