Filed January 8, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,557 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,837 |
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 | $65,004 | $59,328+9.6% | $118,925-45.3% | $73,488-11.5% |
| Participation rate | 98.6% | 62.3%+36.3pp | 75.4%+23.3pp | 70.7%+28.0pp |
| Annual return | 21.27% | 19.13%+2.1pp | 35.88%-14.6pp | 28.51%-7.2pp |
| Employer contribution / active EE | $1,720 | $1,803-4.6% | $3,263-47.3% | $2,270-24.2% |
| Participant deferral / active EE | $3,710 | $2,604+42.5% | $4,265-13.0% | $3,740-0.8% |
| Admin fee / account holder | $21 | $600-96.6% | $6,581-99.7% | $513-96.0% |