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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,006 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $61,026 |
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 | $43,555 | $89,739-51.5% | $149,718-70.9% | $62,292-30.1% |
| Participation rate | 95.0% | 85.1%+9.9pp | 87.1%+7.9pp | 69.5%+25.5pp |
| Annual return | 19.02% | 21.01%-2.0pp | 1501.63%-1482.6pp | 28.90%-9.9pp |
| Employer contribution / active EE | $3,240 | $3,233+0.2% | $5,445-40.5% | $2,042+58.7% |
| Participant deferral / active EE | $5,430 | $4,797+13.2% | $6,569-17.3% | $3,169+71.3% |
| Admin fee / account holder | $270 | $551-51.0% | $11,283-97.6% | $479-43.6% |