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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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,706 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $38,746 |
PBMARES, LLP3 years Service code 13 · EIN 54-0737372 | Contract Administrator | $8,223 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,405 | $82,202-26.5% | $125,339-51.8% | $64,808-6.8% |
| Participation rate | 71.7% | 77.9%-6.2pp | 82.4%-10.7pp | 71.5%+0.2pp |
| Annual return | -17.63% | 3.48%-21.1pp | 572.05%-589.7pp | 32.82%-50.4pp |
| Employer contribution / active EE | $2,467 | $3,615-31.8% | $4,814-48.7% | $2,506-1.5% |
| Participant deferral / active EE | $5,134 | $7,175-28.4% | $7,446-31.1% | $4,310+19.1% |
| Admin fee / account holder | $255 | $163+56.5% | $10,010-97.4% | $188+36.0% |