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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $159,298 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $43,529 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $19,595 |
TANNER LLC1 year Filed as: TANNER Service code 10 · EIN 20-2253063 | Accounting | $6,365 |
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 | $75,423 | $62,267+21.1% | $110,238-31.6% | $55,725+35.3% |
| Participation rate | 98.5% | 78.1%+20.4pp | 79.8%+18.7pp | 70.9%+27.7pp |
| Annual return | -6.25% | -1.07%-5.2pp | 314.74%-321.0pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,918 | $1,941-1.2% | $3,826-49.9% | $2,078-7.7% |
| Participant deferral / active EE | $4,359 | $3,516+24.0% | $4,672-6.7% | $3,356+29.9% |
| Admin fee / account holder | $235 | $121+94.3% | $8,547-97.3% | $115+104.0% |