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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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,070 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $28,176 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $6,607 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,327 | $73,933+83.0% | $96,683+40.0% | $75,163+80.0% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 17.46% | 26.70%-9.2pp | 35.69%-18.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,805 | $2,928+30.0% | $3,737+1.8% | $2,670+42.5% |
| Participant deferral / active EE | $8,341 | $3,659+128.0% | $4,878+71.0% | $4,125+102.2% |
| Admin fee / account holder | $460 | $5,216-91.2% | $6,730-93.2% | $5,651-91.9% |