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 | $349,439 |
Filed as: RAYMOND JAMES INS CO Service code 27 | Advisory (Plan) | $111,972 |
ERISA SERVICES, INC.2 years Service code 13 · EIN 62-1200951 | Contract Administrator | $109,606 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year 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 | $17,276 | $44,897-61.5% | $84,966-79.7% | $199,593-91.3% |
| Participation rate | 94.6% | 45.7%+48.8pp | 67.5%+27.1pp | 72.0%+22.6pp |
| Annual return | 12.15% | 20.96%-8.8pp | 66.38%-54.2pp | 34.25%-22.1pp |
| Employer contribution / active EE | $437 | $1,365-68.0% | $2,727-84.0% | $3,034-85.6% |
| Participant deferral / active EE | $2,170 | $2,668-18.7% | $4,519-52.0% | $5,087-57.3% |
| Admin fee / account holder | $130 | $584-77.7% | $6,149-97.9% | $269-51.6% |