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 10-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,142 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 | Advisory (Plan) | $36,353 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 49 | Other Services | $9,192 |
Filed as: FUTURE PLANNING ASSOCIATES, INC Service code 49 · EIN 03-0271340 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 49 · EIN 59-1237041 | Other Services | $0 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $161,707 | $63,114+156.2% | $92,893+74.1% | $65,185+148.1% |
| Participation rate | 96.3% | 68.8%+27.5pp | 76.0%+20.3pp | 70.2%+26.1pp |
| Annual return | 18.18% | 28.75%-10.6pp | 109.41%-91.2pp | 29.38%-11.2pp |
| Employer contribution / active EE | $3,276 | $2,571+27.4% | $3,653-10.3% | $2,177+50.5% |
| Participant deferral / active EE | $9,609 | $3,108+209.2% | $4,236+126.8% | $3,514+173.5% |
| Admin fee / account holder | $617 | $624-1.0% | $5,794-89.3% | $847-27.1% |