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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,742 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,476 |
POLLARD & ASSOCIATES, INC.2+ years Service code 13 · EIN 52-0909772 | Contract Administrator | $10,162 |
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 | $70,737 | $91,407-22.6% | $135,903-48.0% | $71,457-1.0% |
| Participation rate | 98.4% | 75.7%+22.7pp | 81.9%+16.5pp | 67.9%+30.5pp |
| Annual return | 16.82% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $8,710 | $3,703+135.2% | $4,856+79.4% | $2,588+236.6% |
| Participant deferral / active EE | $8,471 | $7,092+19.4% | $7,758+9.2% | $4,289+97.5% |
| Admin fee / account holder | $162 | $1,266-87.2% | $10,762-98.5% | $1,587-89.8% |