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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $201,905 |
Filed as: RAYMOND JAMES FINANCIAL SVC ADV Service code 27 · EIN 59-2937883 | Advisory (Plan) | $109,522 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS Service code 27 · EIN 80-0946231 | Advisory (Plan) | $52,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,880 | $118,337+30.9% | $189,513-18.3% | $93,030+66.5% |
| Participation rate | 98.3% | 89.1%+9.2pp | 87.8%+10.5pp | 73.9%+24.4pp |
| Annual return | 14.48% | 21.77%-7.3pp | 555.15%-540.7pp | 158.70%-144.2pp |
| Employer contribution / active EE | $3,886 | $4,204-7.6% | $6,162-36.9% | $2,706+43.6% |
| Participant deferral / active EE | $5,923 | $7,123-16.8% | $8,221-28.0% | $4,562+29.8% |
| Admin fee / account holder | $256 | $100+156.9% | $12,045-97.9% | $152+68.8% |