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 |
|---|---|---|
RAINSBERGER WEALTH ADVISORS1+ years Service code 27 · EIN 48-1090544 | Advisory (Plan) | $8,625 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,134 |
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).
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 | $8,268 | $37,117-77.7% | $147,614-94.4% | $55,191-85.0% |
| Participation rate | 98.5% | 63.6%+34.9pp | 84.6%+13.9pp | 69.2%+29.3pp |
| Annual return | 2.74% | 3.44%-0.7pp | 61.98%-59.2pp | 10.78%-8.0pp |
| Employer contribution / active EE | $900 | $1,620-44.4% | $5,564-83.8% | $1,899-52.6% |
| Participant deferral / active EE | $1,387 | $1,985-30.1% | $4,895-71.7% | $3,046-54.5% |
| Admin fee / account holder | $63 | $86-25.8% | $11,611-99.5% | $91-30.1% |