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: RAYMOND JAMES & ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $101,756 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,699 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $111,724 | $122,186-8.6% | $146,958-24.0% | $199,593-44.0% |
| Participation rate | 93.2% | 78.3%+14.9pp | 82.2%+11.1pp | 72.0%+21.2pp |
| Annual return | 14.19% | 30.56%-16.4pp | 418.34%-404.1pp | 34.25%-20.1pp |
| Employer contribution / active EE | $2,725 | $4,093-33.4% | $4,933-44.8% | $3,034-10.2% |
| Participant deferral / active EE | $10,041 | $8,502+18.1% | $8,070+24.4% | $5,087+97.4% |
| Admin fee / account holder | $103 | $179-42.6% | $12,998-99.2% | $269-61.9% |