Filed May 1, 2000
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 | $158,611 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $36,870 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $31,471 |
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 | $79,347 | $71,666+10.7% | $117,854-32.7% | $69,631+14.0% |
| Participation rate | 98.5% | 77.5%+21.0pp | 79.7%+18.9pp | 70.7%+27.8pp |
| Annual return | 14.61% | 18.86%-4.2pp | 335.08%-320.5pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $2,121 | $1,889+12.3% | $3,786-44.0% | $2,032+4.4% |
| Participant deferral / active EE | $4,664 | $3,340+39.7% | $4,482+4.1% | $3,224+44.7% |
| Admin fee / account holder | $226 | $120+88.0% | $8,020-97.2% | $110+104.8% |