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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $139,716 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $54,161 |
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 | $55,563 | $111,608-50.2% | $177,821-68.8% | $73,409-24.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 17.30% | 18.23%-0.9pp | 48.32%-31.0pp | 59.29%-42.0pp |
| Employer contribution / active EE | $5,362 | $3,796+41.2% | $5,918-9.4% | $2,234+140.0% |
| Participant deferral / active EE | $3,858 | $6,199-37.8% | $7,714-50.0% | $3,805+1.4% |
| Admin fee / account holder | $198 | $166+19.7% | $12,427-98.4% | $158+25.5% |