Filed August 28, 2015
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.
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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,914 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC- RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,074 | $76,050-13.1% | $96,544-31.6% | $71,457-7.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 14.42% | 22.81%-8.4pp | 25.84%-11.4pp | 28.85%-14.4pp |
| Employer contribution / active EE | $2,556 | $2,244+13.9% | $2,965-13.8% | $2,588-1.2% |
| Participant deferral / active EE | $3,552 | $4,215-15.7% | $4,851-26.8% | $4,289-17.2% |
| Admin fee / account holder | $409 | $2,707-84.9% | $8,252-95.0% | $1,587-74.2% |