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 | $14,965 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $13,005 |
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 | $14,984 | $37,117-59.6% | $147,614-89.8% | $55,191-72.9% |
| Participation rate | 95.0% | 63.6%+31.4pp | 84.6%+10.4pp | 69.2%+25.9pp |
| Annual return | 0.01% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $273 | $1,620-83.1% | $5,564-95.1% | $1,899-85.6% |
| Participant deferral / active EE | $2,046 | $1,985+3.0% | $4,895-58.2% | $3,046-32.8% |
| Admin fee / account holder | $37 | $86-57.1% | $11,611-99.7% | $91-59.6% |