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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,911 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $18,580 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $7,670 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,152 | $69,823-38.2% | $77,163-44.1% | $74,419-42.0% |
| Participation rate | 97.2% | 70.0%+27.2pp | 69.6%+27.6pp | 70.7%+26.5pp |
| Annual return | 21.84% | 19.98%+1.9pp | 37.87%-16.0pp | 34.38%-12.5pp |
| Employer contribution / active EE | $3,729 | $2,150+73.5% | $2,535+47.1% | $2,637+41.4% |
| Participant deferral / active EE | $5,736 | $3,558+61.2% | $3,833+49.6% | $4,528+26.7% |
| Admin fee / account holder | $169 | $398-57.5% | $5,472-96.9% | $348-51.4% |