See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $242,066 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $100,883 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,303 | $98,727+5.6% | $113,168-7.8% | $85,563+21.9% |
| Participation rate | 92.9% | 80.8%+12.0pp | 76.6%+16.3pp | 66.0%+26.9pp |
| Annual return | 18.64% | 17.43%+1.2pp | 24.27%-5.6pp | 31.51%-12.9pp |
| Employer contribution / active EE | $3,067 | $2,907+5.5% | $2,975+3.1% | $2,654+15.6% |
| Participant deferral / active EE | $9,672 | $5,424+78.3% | $5,107+89.4% | $4,375+121.1% |
| Admin fee / account holder | $205 | $357-42.5% | $12,068-98.3% | $834-75.4% |