Filed December 14, 2018 (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 10-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,814 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,496 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,113 |
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 | $94,627 | $80,005+18.3% | $140,016-32.4% | $55,725+69.8% |
| Participation rate | 83.0% | 87.0%-4.0pp | 87.5%-4.5pp | 70.9%+12.1pp |
| Annual return | -2.64% | 0.46%-3.1pp | 651.12%-653.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $2,556 | $3,403-24.9% | $5,606-54.4% | $2,078+23.0% |
| Participant deferral / active EE | $4,951 | $5,264-5.9% | $6,927-28.5% | $3,356+47.5% |
| Admin fee / account holder | $273 | $116+136.2% | $10,705-97.4% | $115+137.2% |