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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165,491 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $68,296 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,422 | $78,419+26.8% | $133,956-25.8% | $73,409+35.4% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.8%+18.6pp | 72.2%+26.3pp |
| Annual return | 16.08% | 33.35%-17.3pp | 45.09%-29.0pp | 59.29%-43.2pp |
| Employer contribution / active EE | $2,262 | $2,044+10.7% | $3,919-42.3% | $2,234+1.3% |
| Participant deferral / active EE | $4,571 | $3,925+16.5% | $5,048-9.4% | $3,805+20.1% |
| Admin fee / account holder | $252 | $161+56.3% | $8,927-97.2% | $158+59.7% |