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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,957 |
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,707 |
POLLARD & ASSOCIATES, INC.3+ years Service code 13 · EIN 52-0909772 | Contract Administrator | $10,881 |
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 | $81,260 | $101,317-19.8% | $146,958-44.7% | $74,495+9.1% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 15.21% | 8730.91%-8715.7pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $10,353 | $3,810+171.7% | $4,933+109.9% | $2,623+294.7% |
| Participant deferral / active EE | $9,042 | $7,303+23.8% | $8,070+12.0% | $4,346+108.1% |
| Admin fee / account holder | $179 | $1,739-89.7% | $12,998-98.6% | $1,942-90.8% |