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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $250,501 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $93,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,501 | $50,127+12.7% | $149,673-62.3% | $80,160-29.5% |
| Participation rate | 98.7% | 64.3%+34.4pp | 78.8%+19.9pp | 72.9%+25.7pp |
| Annual return | 17.13% | 29.82%-12.7pp | 134.42%-117.3pp | 40.38%-23.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $4,818-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $5,217 | $3,194+63.3% | $5,680-8.2% | $5,017+4.0% |
| Admin fee / account holder | $136 | $153-10.7% | $13,210-99.0% | $145-5.9% |