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 FINANCIAL6+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,067 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,070 |
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 | $29,852 | $58,879-49.3% | $178,490-83.3% | $73,488-59.4% |
| Participation rate | 80.0% | 66.2%+13.8pp | 81.9%-1.9pp | 70.7%+9.3pp |
| Annual return | 14.94% | 24.86%-9.9pp | 151.07%-136.1pp | 28.51%-13.6pp |
| Employer contribution / active EE | $884 | $2,236-60.5% | $5,011-82.4% | $2,270-61.1% |
| Participant deferral / active EE | $2,336 | $2,567-9.0% | $5,202-55.1% | $3,740-37.5% |
| Admin fee / account holder | $66 | $400-83.5% | $13,984-99.5% | $513-87.1% |