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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY FIRST, LLC Service code 27 · EIN 20-1741754 | Advisory (Plan) | $89,872 |
LPL FINANCIAL1 year Service code 16 · EIN 04-3046611 | Consulting | $15,258 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,081 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $93,480 | $50,637+84.6% | $86,590+8.0% | $62,292+50.1% |
| Participation rate | 99.5% | 67.9%+31.6pp | 73.5%+26.0pp | 69.5%+30.0pp |
| Annual return | 17.43% | 20.80%-3.4pp | 964.84%-947.4pp | 28.90%-11.5pp |
| Employer contribution / active EE | $7,734 | $2,075+272.7% | $2,839+172.4% | $2,042+278.7% |
| Participant deferral / active EE | $6,559 | $2,611+151.2% | $3,609+81.8% | $3,169+107.0% |
| Admin fee / account holder | $357 | $413-13.5% | $4,906-92.7% | $479-25.4% |