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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,141 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
Filed as: WILLSHIRE ASSOCIATES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $41,824 | $63,156-33.8% | $122,332-65.8% | $62,292-32.9% |
| Participation rate | 80.1% | 60.0%+20.1pp | 71.6%+8.5pp | 69.5%+10.6pp |
| Annual return | 16.26% | 20.61%-4.4pp | 30.27%-14.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,045 | $1,385-24.5% | $4,050-74.2% | $2,042-48.8% |
| Participant deferral / active EE | $3,056 | $2,321+31.7% | $3,287-7.0% | $3,169-3.6% |
| Admin fee / account holder | $32 | $440-92.7% | $5,478-99.4% | $479-93.3% |