Filed November 14, 2022 (most recent of 2 filings on file)
Total covered: 61 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $250,496 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $101,348 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,135 | $45,000+11.4% | $143,757-65.1% | $77,904-35.6% |
| Participation rate | 98.0% | 66.8%+31.2pp | 80.3%+17.7pp | 73.7%+24.3pp |
| Annual return | -21.52% | 29.03%-50.6pp | -0.04%-21.5pp | 12.21%-33.7pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,054 | $3,157+60.1% | $5,637-10.3% | $4,806+5.2% |
| Admin fee / account holder | $140 | $98+42.1% | $14,673-99.0% | $133+5.5% |