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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.
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 LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,830 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,703 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,902 | $48,277+11.7% | $63,517-15.1% | $55,191-2.3% |
| Participation rate | 89.8% | 69.4%+20.4pp | 71.0%+18.8pp | 69.2%+20.6pp |
| Annual return | -1.27% | 2.37%-3.6pp | -70.30%+69.0pp | 10.78%-12.0pp |
| Employer contribution / active EE | $1,358 | $1,592-14.7% | $2,322-41.5% | $1,899-28.5% |
| Participant deferral / active EE | $3,729 | $2,432+53.3% | $2,953+26.3% | $3,046+22.4% |
| Admin fee / account holder | $31 | $86-63.8% | $5,892-99.5% | $91-65.7% |