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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,899 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,610 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $51,637 | $50,637+2.0% | $86,590-40.4% | $62,292-17.1% |
| Participation rate | 88.6% | 67.9%+20.7pp | 73.5%+15.1pp | 69.5%+19.1pp |
| Annual return | 13.75% | 20.80%-7.0pp | 964.84%-951.1pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,274 | $2,075-38.6% | $2,839-55.1% | $2,042-37.6% |
| Participant deferral / active EE | $3,442 | $2,611+31.8% | $3,609-4.6% | $3,169+8.6% |
| Admin fee / account holder | $379 | $413-8.3% | $4,906-92.3% | $479-20.9% |