Filed October 23, 2024 (most recent of 4 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,171 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $24,628 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $9,765 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,987 | $46,173-65.4% | $170,442-90.6% | $69,631-77.0% |
| Participation rate | 97.9% | 63.9%+34.0pp | 83.6%+14.3pp | 70.7%+27.2pp |
| Annual return | 16.18% | 21.62%-5.4pp | 205.93%-189.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,446 | $1,610-10.2% | $5,433-73.4% | $2,032-28.8% |
| Participant deferral / active EE | $2,141 | $2,080+2.9% | $4,939-56.7% | $3,224-33.6% |
| Admin fee / account holder | $40 | $116-65.4% | $13,880-99.7% | $110-63.6% |