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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.
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 | $298,758 |
ERISA SERVICES, INC.1 year Service code 13 · EIN 62-1200951 | Contract Administrator | $145,408 |
Filed as: RAYMOND JAMES INS CO Service code 27 | Advisory (Plan) | $84,137 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | 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 | $15,333 | $40,278-61.9% | $80,569-81.0% | $80,160-80.9% |
| Participation rate | 94.9% | 47.5%+47.3pp | 67.0%+27.9pp | 72.9%+22.0pp |
| Annual return | 17.88% | 50.86%-33.0pp | 935.43%-917.5pp | 40.38%-22.5pp |
| Employer contribution / active EE | $502 | $1,332-62.3% | $2,723-81.6% | $2,978-83.1% |
| Participant deferral / active EE | $2,220 | $2,696-17.7% | $4,447-50.1% | $5,017-55.8% |
| Admin fee / account holder | $84 | $210-60.3% | $5,377-98.4% | $145-42.3% |