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 | $62,381 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $30,710 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,071 | $101,317-36.8% | $146,958-56.4% | $74,495-14.0% |
| Participation rate | 76.5% | 75.5%+1.0pp | 82.2%-5.6pp | 67.2%+9.3pp |
| Annual return | 26.03% | 8730.91%-8704.9pp | 418.34%-392.3pp | 1364.94%-1338.9pp |
| Employer contribution / active EE | $2,158 | $3,810-43.4% | $4,933-56.2% | $2,623-17.7% |
| Participant deferral / active EE | $6,787 | $7,303-7.1% | $8,070-15.9% | $4,346+56.2% |
| Admin fee / account holder | $330 | $1,739-81.0% | $12,998-97.5% | $1,942-83.0% |