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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,466 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $15,038 |
MALVIN RIGGINS & COMPANY PC1 year Filed as: MALVIN RIGGINS & COMPANY Service code 10 · EIN 54-1383985 | Accounting | $10,000 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $3,026 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $128,724 | $77,813+65.4% | $123,544+4.2% | $64,186+100.5% |
| Participation rate | 85.1% | 74.7%+10.4pp | 82.3%+2.8pp | 69.6%+15.6pp |
| Annual return | -3.35% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,107 | $3,014-30.1% | $4,628-54.5% | $2,381-11.5% |
| Participant deferral / active EE | $6,722 | $5,240+28.3% | $6,426+4.6% | $3,470+93.7% |
| Admin fee / account holder | $353 | $5,519-93.6% | $9,284-96.2% | $4,888-92.8% |