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 8-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 |
|---|---|---|
ASSURANCE DIMENSIONS1 year Service code 10 4920 W. CYPRESS ST SUITE 102 · TAMPA, FL 33607 | Accounting | $7,500 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,505 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,366 | $89,652-89.6% | $141,162-93.4% | $65,185-85.6% |
| Participation rate | 91.2% | 74.7%+16.4pp | 82.5%+8.7pp | 70.2%+21.0pp |
| Annual return | 50.45% | 32.79%+17.7pp | 71.39%-20.9pp | 29.38%+21.1pp |
| Employer contribution / active EE | $1,283 | $3,065-58.1% | $4,735-72.9% | $2,177-41.0% |
| Participant deferral / active EE | $3,008 | $5,691-47.1% | $6,709-55.2% | $3,514-14.4% |
| Admin fee / account holder | $14 | $569-97.5% | $10,261-99.9% | $847-98.4% |