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.
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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 |
|---|---|---|
FRAZIER & DEETER, LLC1 year Filed as: SUSAN KOSCHEWA / FRAZIER & DEETER Service code 49 · EIN 58-1433845 | Other Services | $16,600 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,326 | $31,038+26.7% | $65,255-39.7% | $74,419-47.2% |
| Participation rate | 51.6% | 66.9%-15.3pp | 65.0%-13.3pp | 70.7%-19.1pp |
| Annual return | 20.11% | 38.60%-18.5pp | 47.35%-27.2pp | 34.38%-14.3pp |
| Employer contribution / active EE | $616 | $1,188-48.1% | $1,691-63.6% | $2,637-76.6% |
| Participant deferral / active EE | $1,541 | $2,792-44.8% | $2,831-45.6% | $4,528-66.0% |
| Admin fee / account holder | $40 | $299-86.5% | $4,112-99.0% | $348-88.4% |