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 8-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,610 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $4,992 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,583 | $46,761-66.7% | $106,619-85.4% | $57,658-73.0% |
| Participation rate | 18.2% | 56.9%-38.6pp | 78.0%-59.8pp | 70.2%-52.0pp |
| Annual return | 31.44% | 15.77%+15.7pp | 9.42%+22.0pp | 5.13%+26.3pp |
| Employer contribution / active EE | $406 | $1,274-68.1% | $3,947-89.7% | $1,974-79.4% |
| Participant deferral / active EE | $767 | $1,954-60.8% | $3,930-80.5% | $3,061-74.9% |
| Admin fee / account holder | $99 | $97+2.4% | $6,418-98.5% | $95+4.8% |