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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $963,127 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $27,000 |
LPL FINANCIAL2+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $24,656 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $70,853 | $169,122-58.1% | $77,999-9.2% | $329,111-78.5% |
| Participation rate | 98.0% | 88.4%+9.6pp | 75.5%+22.5pp | 67.9%+30.1pp |
| Annual return | 8.66% | 11.00%-2.3pp | 425.96%-417.3pp | 16.35%-7.7pp |
| Employer contribution / active EE | $3,488 | $5,827-40.1% | $2,470+41.2% | $2,303+51.4% |
| Participant deferral / active EE | $3,474 | $8,046-56.8% | $3,497-0.7% | $3,682-5.7% |
| Admin fee / account holder | $72 | $83-13.2% | $5,480-98.7% | $754-90.5% |