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 | $114,217 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $51,179 |
PBMARES, LLP5 years Service code 13 · EIN 54-0737372 | Contract Administrator | $11,669 |
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 | $92,124 | $106,028-13.1% | $146,958-37.3% | $77,643+18.7% |
| Participation rate | 73.6% | 78.4%-4.8pp | 82.2%-8.6pp | 70.6%+3.0pp |
| Annual return | 14.24% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $3,902 | $4,063-4.0% | $4,933-20.9% | $2,726+43.2% |
| Participant deferral / active EE | $5,780 | $7,990-27.7% | $8,070-28.4% | $4,647+24.4% |
| Admin fee / account holder | $354 | $337+4.9% | $12,998-97.3% | $430-17.7% |