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 FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $24,627 |
COASTAL PENSION SERVICES1+ years Filed as: COASTAL PENSION SERVICES, INC Service code 49 | Other Services | $15,005 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,617 |
COASTAL PENSION SERVICES1+ years Filed as: COASTAL PENSION SERVICES INC Service code 49 · EIN 52-1053785 | Other Services | $0 |
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 | $72,699 | $70,002+3.9% | $115,037-36.8% | $52,331+38.9% |
| Participation rate | 72.4% | 72.1%+0.3pp | 81.4%-9.0pp | 68.1%+4.3pp |
| Annual return | -0.10% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,459 | $2,715-9.4% | $4,608-46.6% | $1,882+30.7% |
| Participant deferral / active EE | $7,517 | $4,920+52.8% | $6,026+24.7% | $3,022+148.7% |
| Admin fee / account holder | $16 | $566-97.2% | $8,175-99.8% | $592-97.3% |