See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $35,811 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERV Service code 49 | Other Services | $18,127 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 60 | Sub-TA Fees | $11,304 |
JACKSONVILLE COUNTRY DAY SCHOOL1 year Service code 21 · EIN 59-0905430 | Bank Trustee | $6,554 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 49 · EIN 11-3018002 | Other Services | $0 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 60 · EIN 41-0451140 | Sub-TA Fees | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,445 | $45,073+49.6% | $69,455-2.9% | $72,985-7.6% |
| Participation rate | 74.7% | 68.5%+6.2pp | 74.6%+0.1pp | 69.5%+5.2pp |
| Annual return | 0.69% | 22.65%-22.0pp | 28.97%-28.3pp | 81.00%-80.3pp |
| Employer contribution / active EE | $3,102 | $2,054+51.0% | $2,779+11.6% | $2,440+27.1% |
| Participant deferral / active EE | $4,000 | $2,602+53.8% | $3,535+13.2% | $3,607+10.9% |
| Admin fee / account holder | $298 | $3,056-90.2% | $3,839-92.2% | $5,124-94.2% |