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 |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $20,225 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,819 |
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 | $55,260 | $80,753-31.6% | $136,294-59.5% | $62,292-11.3% |
| Participation rate | 93.3% | 73.5%+19.7pp | 81.9%+11.3pp | 69.5%+23.7pp |
| Annual return | 18.36% | 35.83%-17.5pp | 5155.94%-5137.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,897 | $2,884-34.2% | $4,695-59.6% | $2,042-7.1% |
| Participant deferral / active EE | $4,576 | $5,164-11.4% | $6,247-26.7% | $3,169+44.4% |
| Admin fee / account holder | $39 | $525-92.6% | $9,243-99.6% | $479-91.9% |