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.
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,520 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,873 |
COMPASS 360, LLC2 years Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 · EIN 20-4795685 | Contract Administrator | $8,312 |
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 | $87,651 | $87,870-0.2% | $113,168-22.5% | $74,304+18.0% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 16.21% | 26.44%-10.2pp | 24.27%-8.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,571 | $2,277+12.9% | $2,975-13.6% | $2,241+14.7% |
| Participant deferral / active EE | $4,064 | $4,241-4.2% | $5,107-20.4% | $3,767+7.9% |
| Admin fee / account holder | $503 | $3,368-85.1% | $12,068-95.8% | $2,969-83.1% |