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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,989 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 49 · EIN 64-0474907 | Other Services | $9,500 |
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 | $150,823 | $75,388+100.1% | $123,544+22.1% | $55,725+170.7% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.3%+13.3pp | 70.9%+24.7pp |
| Annual return | 5.35% | 4.48%+0.9pp | 119.20%-113.8pp | 244.93%-239.6pp |
| Employer contribution / active EE | $9,202 | $3,063+200.4% | $4,628+98.9% | $2,078+342.8% |
| Participant deferral / active EE | $9,764 | $5,651+72.8% | $6,426+52.0% | $3,356+191.0% |
| Admin fee / account holder | $167 | $120+39.1% | $9,284-98.2% | $115+44.7% |