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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,435 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $35,498 |
Filed as: THE RIVERGROUP ADMINISTRATION SVCS Service code 49 | Other Services | $6,105 |
LINCOLN NATIONAL CORPORATION8+ 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 | $43,088 | $65,061-33.8% | $143,757-70.0% | $66,914-35.6% |
| Participation rate | 89.3% | 65.2%+24.1pp | 80.3%+8.9pp | 69.8%+19.5pp |
| Annual return | -15.96% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,499 | $2,361-36.5% | $4,951-69.7% | $2,544-41.1% |
| Participant deferral / active EE | $4,467 | $2,919+53.0% | $5,637-20.8% | $4,237+5.4% |
| Admin fee / account holder | $136 | $502-72.9% | $14,673-99.1% | $593-77.0% |