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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165,566 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $31,706 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,205 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $14,753 |
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 | $87,912 | $69,159+27.1% | $125,175-29.8% | $67,579+30.1% |
| Participation rate | 99.4% | 78.2%+21.2pp | 79.8%+19.6pp | 71.3%+28.1pp |
| Annual return | 19.90% | 27.12%-7.2pp | 43.79%-23.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $2,363 | $2,023+16.8% | $3,865-38.9% | $2,148+10.0% |
| Participant deferral / active EE | $5,168 | $3,700+39.7% | $4,937+4.7% | $3,539+46.0% |
| Admin fee / account holder | $247 | $142+74.3% | $9,702-97.5% | $142+73.7% |