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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,511 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $32,522 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES Service code 49 · EIN 64-0474907 | Other Services | $2,750 |
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 | $184,644 | $155,795+18.5% | $136,294+35.5% | $69,631+165.2% |
| Participation rate | 95.2% | 75.2%+20.0pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 19.75% | 232464.33%-232444.6pp | 5155.94%-5136.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $8,690 | $2,991+190.5% | $4,695+85.1% | $2,032+327.6% |
| Participant deferral / active EE | $9,188 | $5,394+70.3% | $6,247+47.1% | $3,224+185.0% |
| Admin fee / account holder | $205 | $128+59.5% | $9,243-97.8% | $110+85.3% |