Filed May 11, 2024 (most recent of 2 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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,356 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $20,273 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $18,597 |
Service code 49 · EIN 90-0792199 | Other Services | $5,766 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $261 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,868 | $58,879-6.8% | $178,490-69.3% | $73,488-25.3% |
| Participation rate | 88.2% | 66.2%+21.9pp | 81.9%+6.2pp | 70.7%+17.5pp |
| Annual return | 14.83% | 24.86%-10.0pp | 151.07%-136.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,270 | $2,236-43.2% | $5,011-74.7% | $2,270-44.1% |
| Participant deferral / active EE | $3,749 | $2,567+46.0% | $5,202-27.9% | $3,740+0.3% |
| Admin fee / account holder | $136 | $400-66.0% | $13,984-99.0% | $513-73.5% |