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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,231 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $7,963 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,861 | $46,732-66.1% | $156,549-89.9% | $55,167-71.2% |
| Participation rate | 87.4% | 65.8%+21.6pp | 84.0%+3.4pp | 69.0%+18.4pp |
| Annual return | 7.51% | 17.72%-10.2pp | 32.23%-24.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $683 | $2,105-67.6% | $5,501-87.6% | $1,963-65.2% |
| Participant deferral / active EE | $1,972 | $2,204-10.5% | $4,871-59.5% | $3,054-35.4% |
| Admin fee / account holder | $82 | $418-80.5% | $13,027-99.4% | $504-83.8% |