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 |
|---|---|---|
WELLSPRING FINANCIAL PARTNERS1+ years Service code 27 · EIN 45-2984270 | Advisory (Plan) | $34,212 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,971 |
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 | $36,249 | $33,745+7.4% | $64,105-43.5% | $55,191-34.3% |
| Participation rate | 93.2% | 59.4%+33.9pp | 68.2%+25.1pp | 69.2%+24.1pp |
| Annual return | -1.44% | 4.95%-6.4pp | 791.24%-792.7pp | 10.78%-12.2pp |
| Employer contribution / active EE | $754 | $641+17.7% | $1,820-58.6% | $1,899-60.3% |
| Participant deferral / active EE | $3,352 | $1,929+73.7% | $2,822+18.8% | $3,046+10.0% |
| Admin fee / account holder | $145 | $94+53.7% | $4,499-96.8% | $91+59.7% |