Filed February 16, 2024 (most recent of 2 filings on file)
Total covered: 6 employees
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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $9,876 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,998 |
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 | $92,723 | $89,739+3.3% | $149,718-38.1% | $62,292+48.9% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.53% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $4,604 | $3,233+42.4% | $5,445-15.5% | $2,042+125.4% |
| Participant deferral / active EE | $3,215 | $4,797-33.0% | $6,569-51.1% | $3,169+1.5% |
| Admin fee / account holder | $21 | $551-96.1% | $11,283-99.8% | $479-95.5% |