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 5-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 |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $27,998 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,387 |
DANZIGER & MARKHOFF LLP1 year Service code 13 · EIN 13-3010201 | Contract Administrator | $7,026 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,117 | $45,000-88.6% | $143,757-96.4% | $77,904-93.4% |
| Participation rate | 26.7% | 66.8%-40.1pp | 80.3%-53.6pp | 73.7%-47.0pp |
| Annual return | -12.28% | 29.03%-41.3pp | -0.04%-12.2pp | 12.21%-24.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $306 | $3,157-90.3% | $5,637-94.6% | $4,806-93.6% |
| Admin fee / account holder | $131 | $98+33.2% | $14,673-99.1% | $133-1.1% |