Filed December 22, 2020 (most recent of 6 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 |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $12,612 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,924 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,547 | $33,745-24.3% | $64,105-60.1% | $55,191-53.7% |
| Participation rate | 94.8% | 59.4%+35.4pp | 68.2%+26.6pp | 69.2%+25.6pp |
| Annual return | 9.14% | 4.95%+4.2pp | 791.24%-782.1pp | 10.78%-1.6pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,662 | $1,929+38.0% | $2,822-5.7% | $3,046-12.6% |
| Admin fee / account holder | $18 | $94-81.3% | $4,499-99.6% | $91-80.6% |