Filed December 27, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,995 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 49 | Other Services | $15,023 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 49 · EIN 59-1237041 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,563 | $47,126-54.2% | $149,673-85.6% | $74,419-71.0% |
| Participation rate | 41.3% | 63.4%-22.1pp | 78.8%-37.4pp | 70.7%-29.4pp |
| Annual return | 14.39% | 22.75%-8.4pp | 134.42%-120.0pp | 34.38%-20.0pp |
| Employer contribution / active EE | $297 | $1,905-84.4% | $4,818-93.8% | $2,637-88.7% |
| Participant deferral / active EE | $1,128 | $2,728-58.6% | $5,680-80.1% | $4,528-75.1% |
| Admin fee / account holder | $159 | $343-53.6% | $13,210-98.8% | $348-54.3% |