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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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,698 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,457 |
NFP RETIREMENT INC3 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $3,299 |
Employer contribution per participant 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 | $20,000 | $52,953-62.2% | $172,739-88.4% | $65,185-69.3% |
| Participation rate | 84.4% | 66.2%+18.2pp | 82.6%+1.8pp | 70.2%+14.2pp |
| Annual return | 17.59% | 30.12%-12.5pp | 802.84%-785.3pp | 29.38%-11.8pp |
| Employer contribution / active EE | $233 | $2,190-89.4% | $5,143-95.5% | $2,177-89.3% |
| Participant deferral / active EE | $1,806 | $2,471-26.9% | $5,198-65.3% | $3,514-48.6% |
| Admin fee / account holder | $32 | $472-93.2% | $13,954-99.8% | $847-96.2% |