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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $287,517 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $47,332 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $43,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,996 | $88,770-25.7% | $109,143-39.5% | $93,030-29.1% |
| Participation rate | 41.3% | 81.5%-40.2pp | 75.9%-34.6pp | 73.9%-32.6pp |
| Annual return | 25.41% | 60.64%-35.2pp | 25.75%-0.3pp | 158.70%-133.3pp |
| Employer contribution / active EE | $1,911 | $3,780-49.4% | $3,722-48.6% | $2,706-29.4% |
| Participant deferral / active EE | $2,307 | $3,630-36.5% | $4,653-50.4% | $4,562-49.4% |
| Admin fee / account holder | $221 | $172+28.5% | $6,752-96.7% | $152+46.0% |