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 FINANCIAL4+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $28,212 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,146 |
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 | $62,666 | $89,652-30.1% | $141,162-55.6% | $65,185-3.9% |
| Participation rate | 90.5% | 74.7%+15.8pp | 82.5%+8.1pp | 70.2%+20.3pp |
| Annual return | 25.35% | 32.79%-7.4pp | 71.39%-46.0pp | 29.38%-4.0pp |
| Employer contribution / active EE | $2,953 | $3,065-3.6% | $4,735-37.6% | $2,177+35.7% |
| Participant deferral / active EE | $6,394 | $5,691+12.3% | $6,709-4.7% | $3,514+82.0% |
| Admin fee / account holder | $119 | $569-79.0% | $10,261-98.8% | $847-85.9% |