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.
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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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,912 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,901 |
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 | $41,024 | $41,078-0.1% | $80,569-49.1% | $71,457-42.6% |
| Participation rate | 77.0% | 50.2%+26.8pp | 67.0%+10.0pp | 67.9%+9.1pp |
| Annual return | 19.72% | 38.45%-18.7pp | 935.43%-915.7pp | 28.85%-9.1pp |
| Employer contribution / active EE | $1,783 | $1,506+18.4% | $2,723-34.5% | $2,588-31.1% |
| Participant deferral / active EE | $2,902 | $2,699+7.5% | $4,447-34.8% | $4,289-32.3% |
| Admin fee / account holder | $390 | $1,840-78.8% | $5,377-92.7% | $1,587-75.4% |