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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $191,831 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $166,019 |
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 | $139,559 | $110,699+26.1% | $177,821-21.5% | $90,288+54.6% |
| Participation rate | 98.1% | 88.3%+9.7pp | 87.7%+10.4pp | 73.4%+24.7pp |
| Annual return | 16.92% | 22.79%-5.9pp | 48.32%-31.4pp | 53.97%-37.0pp |
| Employer contribution / active EE | $3,870 | $4,118-6.0% | $5,918-34.6% | $2,524+53.3% |
| Participant deferral / active EE | $5,619 | $6,731-16.5% | $7,714-27.2% | $4,232+32.8% |
| Admin fee / account holder | $251 | $90+179.4% | $12,427-98.0% | $114+120.5% |