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 |
|---|---|---|
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,658 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,722 | $57,384-55.2% | $106,387-75.8% | $56,287-54.3% |
| Participation rate | 55.1% | 71.3%-16.3pp | 77.5%-22.4pp | 69.9%-14.8pp |
| Annual return | -1.48% | 5.91%-7.4pp | 0.25%-1.7pp | -9.96%+8.5pp |
| Employer contribution / active EE | $842 | $2,348-64.1% | $3,520-76.1% | $2,111-60.1% |
| Participant deferral / active EE | $2,954 | $3,799-22.2% | $5,421-45.5% | $3,350-11.8% |
| Admin fee / account holder | $61 | $566-89.3% | $7,510-99.2% | $521-88.3% |