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 |
|---|---|---|
HEIN & ASSOCIATES LLP4+ years Service code 10 · EIN 84-0749233 | Accounting | $12,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,696 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,221 | $28,109-17.4% | $71,086-67.3% | $56,287-58.7% |
| Participation rate | 78.4% | 40.4%+38.0pp | 54.7%+23.7pp | 69.9%+8.5pp |
| Annual return | -8.00% | -615.05%+607.1pp | 650.59%-658.6pp | -9.96%+2.0pp |
| Employer contribution / active EE | $596 | $558+6.9% | $1,088-45.2% | $2,111-71.8% |
| Participant deferral / active EE | $1,998 | $1,116+79.1% | $1,874+6.6% | $3,350-40.4% |
| Admin fee / account holder | $33 | $585-94.3% | $3,082-98.9% | $521-93.6% |