Filed September 16, 2019 (most recent of 3 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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $29,394 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,777 |
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 | $115,016 | $80,354+43.1% | $133,980-14.2% | $63,975+79.8% |
| Participation rate | 98.0% | 87.5%+10.5pp | 87.1%+10.9pp | 71.1%+26.9pp |
| Annual return | 7.31% | 13.11%-5.8pp | 29.30%-22.0pp | 48.65%-41.3pp |
| Employer contribution / active EE | $3,924 | $3,503+12.0% | $5,211-24.7% | $2,182+79.8% |
| Participant deferral / active EE | $5,674 | $5,239+8.3% | $6,282-9.7% | $3,356+69.0% |
| Admin fee / account holder | $15 | $69-77.9% | $9,324-99.8% | $70-78.2% |