Filed December 27, 2017 (most recent of 5 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,065 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $47,917 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,095 | $88,515-49.1% | $162,163-72.2% | $67,579-33.3% |
| Participation rate | 99.5% | 86.8%+12.7pp | 87.6%+11.9pp | 71.3%+28.2pp |
| Annual return | 23.38% | 27.04%-3.7pp | 115.59%-92.2pp | 378.56%-355.2pp |
| Employer contribution / active EE | $4,341 | $3,563+21.8% | $5,614-22.7% | $2,148+102.1% |
| Participant deferral / active EE | $3,103 | $5,724-45.8% | $7,298-57.5% | $3,539-12.3% |
| Admin fee / account holder | $184 | $124+48.9% | $10,843-98.3% | $142+29.4% |