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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.
See the 4-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 | $849,082 |
COOK STREET CONSULTING3+ years Service code 13 · EIN 84-0854432 | Contract Administrator | $123,564 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL,LLP Service code 10 · EIN 75-0786316 | Accounting | $6,052 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,812 | $161,802-40.2% | $96,544+0.3% | $96,393+0.4% |
| Participation rate | 96.8% | 92.5%+4.4pp | 76.0%+20.9pp | 71.3%+25.5pp |
| Annual return | 16.73% | 18.41%-1.7pp | 25.84%-9.1pp | 22.88%-6.2pp |
| Employer contribution / active EE | $3,720 | $5,381-30.9% | $2,965+25.5% | $3,238+14.9% |
| Participant deferral / active EE | $6,014 | $8,927-32.6% | $4,851+24.0% | $5,455+10.3% |
| Admin fee / account holder | $74 | $61+22.0% | $8,252-99.1% | $74+0.6% |