See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,937 |
Filed as: RAYMOND JAMES AND ASSOC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $43,223 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,722 | $37,196-28.2% | $154,107-82.7% | $55,725-52.0% |
| Participation rate | 84.0% | 64.1%+19.9pp | 83.0%+1.0pp | 70.9%+13.2pp |
| Annual return | 16.38% | 1319.68%-1303.3pp | 735.12%-718.7pp | 244.93%-228.6pp |
| Employer contribution / active EE | $1,208 | $1,614-25.2% | $5,298-77.2% | $2,078-41.9% |
| Participant deferral / active EE | $1,427 | $2,068-31.0% | $5,081-71.9% | $3,356-57.5% |
| Admin fee / account holder | $198 | $102+94.8% | $13,411-98.5% | $115+71.8% |