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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $60,645 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,425 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,467 | $69,477+59.0% | $94,646+16.7% | $71,457+54.6% |
| Participation rate | 98.2% | 78.4%+19.8pp | 80.8%+17.4pp | 67.9%+30.3pp |
| Annual return | 16.82% | 29.66%-12.8pp | 156.71%-139.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,859 | $2,853-34.8% | $3,672-49.4% | $2,588-28.2% |
| Participant deferral / active EE | $6,030 | $7,345-17.9% | $7,418-18.7% | $4,289+40.6% |
| Admin fee / account holder | $26 | $1,210-97.9% | $7,231-99.6% | $1,587-98.4% |