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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,759 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $16,311 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,452 | $37,393-18.6% | $77,024-60.5% | $66,914-54.5% |
| Participation rate | 83.3% | 52.9%+30.5pp | 67.9%+15.4pp | 69.8%+13.5pp |
| Annual return | -18.40% | -3.29%-15.1pp | 42.32%-60.7pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,358 | $1,531-11.3% | $2,812-51.7% | $2,544-46.6% |
| Participant deferral / active EE | $2,859 | $2,617+9.2% | $4,426-35.4% | $4,237-32.5% |
| Admin fee / account holder | $334 | $567-41.0% | $5,425-93.8% | $593-43.6% |