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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,168 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,662 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,392 | $55,453-59.6% | $170,442-86.9% | $62,292-64.1% |
| Participation rate | 88.3% | 66.4%+22.0pp | 83.6%+4.8pp | 69.5%+18.8pp |
| Annual return | 16.95% | 21.38%-4.4pp | 205.93%-189.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $815 | $2,164-62.3% | $5,433-85.0% | $2,042-60.1% |
| Participant deferral / active EE | $2,282 | $2,303-0.9% | $4,939-53.8% | $3,169-28.0% |
| Admin fee / account holder | $110 | $455-75.9% | $13,880-99.2% | $479-77.2% |