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 |
|---|---|---|
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,926 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,914 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,226 | $47,977-59.9% | $154,107-87.5% | $56,287-65.8% |
| Participation rate | 91.3% | 66.2%+25.2pp | 83.0%+8.3pp | 69.9%+21.5pp |
| Annual return | -8.05% | 3.54%-11.6pp | 735.12%-743.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $892 | $2,169-58.9% | $5,298-83.2% | $2,111-57.7% |
| Participant deferral / active EE | $2,542 | $2,392+6.3% | $5,081-50.0% | $3,350-24.1% |
| Admin fee / account holder | $68 | $438-84.4% | $13,411-99.5% | $521-86.9% |