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 | $44,057 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,607 | $59,263+9.0% | $96,562-33.1% | $79,386-18.6% |
| Participation rate | 95.2% | 61.9%+33.3pp | 69.8%+25.4pp | 70.7%+24.5pp |
| Annual return | 13.35% | 27.07%-13.7pp | 37.78%-24.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,141 | $2,948+74.4% | $3,849+33.6% | $4,046+27.1% |
| Admin fee / account holder | $342 | $658-48.1% | $6,181-94.5% | $626-45.5% |