Filed May 6, 2012
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,638 |
Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $0 |
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 | $27,143 | $36,767-26.2% | $81,478-66.7% | $62,292-56.4% |
| Participation rate | 71.6% | 54.4%+17.1pp | 68.0%+3.6pp | 69.5%+2.1pp |
| Annual return | 15.82% | 173.80%-158.0pp | 38.78%-23.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $730 | $1,128-35.3% | $2,568-71.6% | $2,042-64.3% |
| Participant deferral / active EE | $1,523 | $2,111-27.8% | $3,537-56.9% | $3,169-51.9% |
| Admin fee / account holder | $287 | $797-64.1% | $4,561-93.7% | $479-40.2% |