See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,619 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,122 |
BREWSTER & BREWSTER, INC.5+ years Filed as: BREWSTER & BREWSTER Service code 13 · EIN 34-1842059 | Contract Administrator | $12,348 |
LPL FINANCIAL1 year Filed as: LPL FINANACIAL LLC - RPCP Service code 27 | Advisory (Plan) | $5 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,761 | $58,879-83.4% | $178,490-94.5% | $73,488-86.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.46% | 24.86%-14.4pp | 151.07%-140.6pp | 28.51%-18.1pp |
| Employer contribution / active EE | $1,186 | $2,236-47.0% | $5,011-76.3% | $2,270-47.8% |
| Participant deferral / active EE | $1,794 | $2,567-30.1% | $5,202-65.5% | $3,740-52.0% |
| Admin fee / account holder | $204 | $400-49.1% | $13,984-98.5% | $513-60.3% |