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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,835 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $36,472 |
Filed as: THE RIVERGROUP ADMINISTRATION SVCS Service code 49 | Other Services | $6,363 |
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $179 |
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 | $44,654 | $47,126-5.2% | $149,673-70.2% | $74,419-40.0% |
| Participation rate | 88.9% | 63.4%+25.5pp | 78.8%+10.1pp | 70.7%+18.1pp |
| Annual return | 17.64% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,352 | $1,905-29.1% | $4,818-71.9% | $2,637-48.7% |
| Participant deferral / active EE | $3,952 | $2,728+44.9% | $5,680-30.4% | $4,528-12.7% |
| Admin fee / account holder | $131 | $343-61.8% | $13,210-99.0% | $348-62.4% |