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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $907,279 |
LPL FINANCIAL4+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $33,100 |
CROWE LLP2 years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $27,500 |
MORNINGSTAR3 years 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 | $72,319 | $173,253-58.3% | $80,019-9.6% | $73,367-1.4% |
| Participation rate | 98.1% | 88.8%+9.2pp | 75.8%+22.2pp | 69.5%+28.6pp |
| Annual return | -4.87% | -2.12%-2.8pp | 11.22%-16.1pp | 173.45%-178.3pp |
| Employer contribution / active EE | $3,255 | $6,338-48.7% | $2,468+31.9% | $2,499+30.2% |
| Participant deferral / active EE | $3,840 | $8,893-56.8% | $3,686+4.2% | $4,033-4.8% |
| Admin fee / account holder | $66 | $90-26.7% | $6,521-99.0% | $68-3.6% |