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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,327 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,723 |
LPL FINANCIAL1 year Filed as: FINANCIAL ADVOCATES ADVISORY SERVIC Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $12,018 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $40 |
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 | $69,096 | $44,059+56.8% | $71,671-3.6% | $69,631-0.8% |
| Participation rate | 83.9% | 60.8%+23.1pp | 68.7%+15.1pp | 70.7%+13.2pp |
| Annual return | 16.70% | 21.97%-5.3pp | 20.65%-4.0pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,616 | $1,305+23.9% | $2,460-34.3% | $2,032-20.5% |
| Participant deferral / active EE | $5,492 | $2,370+131.7% | $3,438+59.7% | $3,224+70.4% |
| Admin fee / account holder | $60 | $108-44.0% | $5,558-98.9% | $110-45.4% |