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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,323 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $9,467 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,691 | $75,183-21.9% | $123,892-52.6% | $55,167+6.4% |
| Participation rate | 62.9% | 72.8%-10.0pp | 81.4%-18.6pp | 69.0%-6.1pp |
| Annual return | 8.15% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,169 | $2,823-23.2% | $4,617-53.0% | $1,963+10.5% |
| Participant deferral / active EE | $5,220 | $5,084+2.7% | $5,984-12.8% | $3,054+70.9% |
| Admin fee / account holder | $192 | $663-71.1% | $8,357-97.7% | $504-62.0% |