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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,304 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 | Advisory (Plan) | $49,487 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 49 | Other Services | $11,177 |
Filed as: FUTURE PLANNING ASSOCIATES, INC Service code 49 · EIN 03-0271340 | Other Services | $0 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $196,678 | $69,362+183.6% | $101,248+94.3% | $73,488+167.6% |
| Participation rate | 95.4% | 68.4%+27.0pp | 75.8%+19.6pp | 70.7%+24.7pp |
| Annual return | 12.48% | 18.46%-6.0pp | 46.47%-34.0pp | 28.51%-16.0pp |
| Employer contribution / active EE | $3,698 | $2,628+40.7% | $3,660+1.1% | $2,270+62.9% |
| Participant deferral / active EE | $10,711 | $3,300+224.6% | $4,370+145.1% | $3,740+186.4% |
| Admin fee / account holder | $708 | $704+0.6% | $5,945-88.1% | $513+37.9% |