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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,189 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $12,747 |
Filed as: MALVIN, RIGGINS & COMPAN Service code 10 · EIN 54-1383985 | Accounting | $12,150 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $2,436 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,034 | $85,766+69.1% | $136,294+6.4% | $70,131+106.8% |
| Participation rate | 83.1% | 74.2%+8.9pp | 81.9%+1.2pp | 69.5%+13.5pp |
| Annual return | 19.28% | 31.45%-12.2pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,966 | $2,966-33.7% | $4,695-58.1% | $2,342-16.1% |
| Participant deferral / active EE | $6,421 | $5,051+27.1% | $6,247+2.8% | $3,332+92.7% |
| Admin fee / account holder | $342 | $5,420-93.7% | $9,243-96.3% | $4,645-92.6% |