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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $199,771 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $154,526 |
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 | $122,120 | $95,776+27.5% | $162,163-24.7% | $77,787+57.0% |
| Participation rate | 97.5% | 88.6%+8.8pp | 87.6%+9.9pp | 73.2%+24.2pp |
| Annual return | 21.64% | 37.03%-15.4pp | 115.59%-94.0pp | 32.57%-10.9pp |
| Employer contribution / active EE | $3,528 | $3,874-8.9% | $5,614-37.2% | $2,504+40.9% |
| Participant deferral / active EE | $5,060 | $6,125-17.4% | $7,298-30.7% | $3,967+27.5% |
| Admin fee / account holder | $250 | $88+185.3% | $10,843-97.7% | $100+150.0% |