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 8-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,745 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $9,141 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,532 | $43,133-38.5% | $89,391-70.3% | $73,488-63.9% |
| Participation rate | 80.8% | 55.0%+25.8pp | 68.0%+12.8pp | 70.7%+10.1pp |
| Annual return | 21.46% | 135.66%-114.2pp | 245.62%-224.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,524 | $1,438+6.0% | $2,586-41.1% | $2,270-32.9% |
| Participant deferral / active EE | $1,926 | $2,445-21.2% | $3,890-50.5% | $3,740-48.5% |
| Admin fee / account holder | $211 | $444-52.4% | $4,881-95.7% | $513-58.9% |