Filed August 13, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $190,191 |
Filed as: RAYMOND JAMES & ASSOC INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $104,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,847 | $88,890+25.8% | $102,423+9.2% | $77,643+44.1% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 13.12% | 24.98%-11.9pp | 29.32%-16.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $4,064 | $2,698+50.7% | $3,023+34.4% | $2,726+49.1% |
| Participant deferral / active EE | $7,406 | $5,145+43.9% | $5,053+46.6% | $4,647+59.4% |
| Admin fee / account holder | $235 | $235-0.4% | $9,451-97.5% | $430-45.5% |