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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.
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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 |
|---|---|---|
DENNEY MOLLIHAN INC1+ years Filed as: DENNEY MOLLIHAN INC. Service code 27 | Advisory (Plan) | $13,395 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,020 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Filed as: PENSIONMARK Service code 27 · EIN 26-1958084 | Advisory (Plan) | $3,904 |
AMERIBEN1+ years Filed as: IEC GROUP Service code 13 · EIN 82-0497661 | Contract Administrator | $2,955 |
DENNEY MOLLIHAN INC1+ years Service code 49 · EIN 86-0515327 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,549 | $50,498-49.4% | $75,781-66.3% | $55,191-53.7% |
| Participation rate | 30.8% | 69.4%-38.7pp | 75.8%-45.0pp | 69.2%-38.4pp |
| Annual return | -0.13% | 1.80%-1.9pp | 9.68%-9.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $75 | $2,291-96.7% | $3,323-97.7% | $1,899-96.1% |
| Participant deferral / active EE | $933 | $2,589-63.9% | $3,651-74.4% | $3,046-69.4% |
| Admin fee / account holder | $32 | $123-73.6% | $5,299-99.4% | $91-64.3% |