Filed December 13, 2016
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,283 |
LPL FINANCIAL2 years Filed as: NEXT FINANCIAL GROUP INC Service code 27 · EIN 54-1900002 | Advisory (Plan) | $48,114 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,193 | $88,890-18.8% | $102,423-29.5% | $77,643-7.0% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 16.05% | 24.98%-8.9pp | 29.32%-13.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,470 | $2,698-45.5% | $3,023-51.4% | $2,726-46.1% |
| Participant deferral / active EE | $5,105 | $5,145-0.8% | $5,053+1.0% | $4,647+9.9% |
| Admin fee / account holder | $170 | $235-27.7% | $9,451-98.2% | $430-60.5% |