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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $192,756 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $104,946 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $79,160 | $129,021-38.6% | $184,203-57.0% | $77,643+2.0% |
| Participation rate | 98.4% | 87.3%+11.1pp | 86.8%+11.6pp | 70.6%+27.8pp |
| Annual return | 14.63% | 33.27%-18.6pp | 28.81%-14.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $6,933 | $4,413+57.1% | $6,427+7.9% | $2,726+154.4% |
| Participant deferral / active EE | $5,578 | $7,297-23.6% | $9,131-38.9% | $4,647+20.0% |
| Admin fee / account holder | $228 | $254-10.2% | $13,901-98.4% | $430-47.1% |