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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,175 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $39,836 | $49,138-18.9% | $84,015-52.6% | $65,185-38.9% |
| Participation rate | 55.6% | 60.7%-5.1pp | 69.0%-13.4pp | 70.2%-14.6pp |
| Annual return | 19.34% | 23.00%-3.7pp | 71.31%-52.0pp | 29.38%-10.0pp |
| Employer contribution / active EE | $350 | $914-61.7% | $1,983-82.4% | $2,177-83.9% |
| Participant deferral / active EE | $3,011 | $2,397+25.6% | $3,239-7.0% | $3,514-14.3% |
| Admin fee / account holder | $286 | $543-47.4% | $6,101-95.3% | $847-66.2% |