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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $428,745 |
ERISA SERVICES, INC.3 years Service code 13 · EIN 62-1200951 | Contract Administrator | $148,461 |
Filed as: RAYMOND JAMES INS CO Service code 27 | Advisory (Plan) | $125,320 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 | Accounting | $15,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,325 | $52,224-61.1% | $88,946-77.1% | $102,872-80.2% |
| Participation rate | 95.4% | 40.8%+54.6pp | 68.8%+26.5pp | 73.0%+22.4pp |
| Annual return | 19.04% | 16.96%+2.1pp | 57.82%-38.8pp | 19.06%0pp |
| Employer contribution / active EE | $537 | $1,241-56.7% | $2,555-79.0% | $3,526-84.8% |
| Participant deferral / active EE | $2,399 | $2,611-8.1% | $4,581-47.6% | $5,535-56.7% |
| Admin fee / account holder | $151 | $1,723-91.2% | $8,261-98.2% | $292-48.3% |