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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $156,627 |
LPL FINANCIAL1 year Filed as: LPL ENTERPRISE, LLC Service code 49 · EIN 25-1395109 | Other Services | $101,183 |
Service code 13 · EIN 33-0905143 | Contract Administrator | $10,498 |
Filed as: CBIZ INC. Service code 27 · EIN 22-2769024 | Advisory (Plan) | $8,919 |
PEN-CAL ADMINISTRATORS8 years Filed as: PEN FLEX INC Service code 13 · EIN 33-0461574 | Contract Administrator | $8,914 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,787 | $119,446-35.7% | $150,045-48.8% | $85,563-10.3% |
| Participation rate | 56.1% | 75.4%-19.3pp | 82.3%-26.2pp | 66.0%-9.8pp |
| Annual return | 19.15% | 23.72%-4.6pp | 62.55%-43.4pp | 31.51%-12.4pp |
| Employer contribution / active EE | $2,011 | $4,078-50.7% | $4,693-57.1% | $2,654-24.2% |
| Participant deferral / active EE | $3,744 | $7,985-53.1% | $7,997-53.2% | $4,375-14.4% |
| Admin fee / account holder | $418 | $548-23.6% | $13,435-96.9% | $834-49.9% |