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 | $25,128 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $1,587 |
Filed as: AMERIPRISE FINANCIAL SVCS INC Service code 49 · EIN 41-0973005 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $87,738 | $54,320+61.5% | $67,652+29.7% | $52,331+67.7% |
| Participation rate | 86.8% | 73.6%+13.2pp | 75.7%+11.1pp | 68.1%+18.7pp |
| Annual return | -0.56% | 6.81%-7.4pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,575 | $1,544+66.8% | $2,266+13.6% | $1,882+36.8% |
| Participant deferral / active EE | $5,217 | $2,950+76.8% | $3,560+46.6% | $3,022+72.6% |
| Admin fee / account holder | $185 | $527-64.9% | $4,821-96.2% | $592-68.8% |