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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,066 |
NEWSQUARE CAPITAL, LLC3+ years Service code 27 · EIN 27-1238163 | Advisory (Plan) | $35,362 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $14,026 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,291 | $79,171+77.2% | $102,423+37.0% | $74,495+88.3% |
| Participation rate | 95.1% | 74.8%+20.3pp | 76.5%+18.7pp | 67.2%+27.9pp |
| Annual return | 12.89% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,083 | $2,362-11.8% | $3,023-31.1% | $2,623-20.6% |
| Participant deferral / active EE | $6,625 | $4,415+50.0% | $5,053+31.1% | $4,346+52.4% |
| Admin fee / account holder | $328 | $2,001-83.6% | $9,451-96.5% | $1,942-83.1% |