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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,473 |
Filed as: SIDE BY SIDE FINANCIALS, INC Service code 13 | Contract Administrator | $30,465 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $14,366 |
COOPER SAVAS LLC1 year Filed as: COOPER SAVAS Service code 10 · EIN 27-3637149 | Accounting | $9,500 |
PAPILLON PRINTING, LLC4 years Filed as: PAPILLON PRINTING Service code 13 · EIN 81-5183995 | Contract Administrator | $6,658 |
Service code 13 · EIN 27-3232902 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $34,340 | $29,516+16.3% | $77,482-55.7% | $90,288-62.0% |
| Participation rate | 14.6% | 33.7%-19.1pp | 54.2%-39.6pp | 73.4%-58.8pp |
| Annual return | 11.14% | 231.18%-220.0pp | 54.79%-43.6pp | 53.97%-42.8pp |
| Employer contribution / active EE | $0 | $381-100.0% | $986-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $234 | $944-75.2% | $1,861-87.4% | $4,232-94.5% |
| Admin fee / account holder | $297 | $106+180.6% | $2,858-89.6% | $114+160.4% |