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 | $22,007 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $8,922 |
BSP CONSULTING1+ years Filed as: BSP CONSULTING PLLC Service code 49 · EIN 26-1145434 | Other Services | $1,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,574 | $42,546-11.7% | $71,796-47.7% | $55,167-31.9% |
| Participation rate | 57.4% | 59.1%-1.7pp | 69.1%-11.7pp | 69.0%-11.5pp |
| Annual return | 4.93% | 12.36%-7.4pp | 78.04%-73.1pp | 169.23%-164.3pp |
| Employer contribution / active EE | $347 | $803-56.8% | $1,924-82.0% | $1,963-82.3% |
| Participant deferral / active EE | $2,801 | $2,064+35.7% | $2,794+0.2% | $3,054-8.3% |
| Admin fee / account holder | $249 | $650-61.7% | $4,815-94.8% | $504-50.7% |