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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $154,500 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $86,189 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,687 | $100,227-35.5% | $169,993-61.9% | $74,419-13.1% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.0%+12.7pp | 70.7%+29.0pp |
| Annual return | 19.23% | 66.08%-46.9pp | 53.37%-34.1pp | 34.38%-15.1pp |
| Employer contribution / active EE | $2,449 | $4,263-42.6% | $6,785-63.9% | $2,637-7.1% |
| Participant deferral / active EE | $5,207 | $7,143-27.1% | $10,408-50.0% | $4,528+15.0% |
| Admin fee / account holder | $178 | $234-23.9% | $12,815-98.6% | $348-48.7% |