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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,524 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $9,728 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $25,184 | $43,423-42.0% | $78,689-68.0% | $55,167-54.3% |
| Participation rate | 71.1% | 68.0%+3.1pp | 73.6%-2.5pp | 69.0%+2.1pp |
| Annual return | 7.36% | 11.53%-4.2pp | 62.18%-54.8pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,720 | $1,997-13.9% | $2,851-39.7% | $1,963-12.4% |
| Participant deferral / active EE | $1,376 | $2,509-45.1% | $3,517-60.9% | $3,054-54.9% |
| Admin fee / account holder | $122 | $416-70.6% | $4,510-97.3% | $504-75.7% |