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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,866 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $39,797 |
Filed as: THE RIVERGROUP ADMINISTRATION SVCS Service code 49 | Other Services | $6,616 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150 |
Service code 49 · EIN 90-0792199 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,473 | $61,156-12.6% | $185,823-71.2% | $79,386-32.6% |
| Participation rate | 88.9% | 66.6%+22.3pp | 81.7%+7.2pp | 70.7%+18.2pp |
| Annual return | 12.54% | 19.45%-6.9pp | 122.05%-109.5pp | 116.85%-104.3pp |
| Employer contribution / active EE | $1,490 | $2,321-35.8% | $5,167-71.2% | $2,427-38.6% |
| Participant deferral / active EE | $4,359 | $2,789+56.3% | $5,568-21.7% | $4,046+7.7% |
| Admin fee / account holder | $174 | $710-75.4% | $16,237-98.9% | $626-72.2% |