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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $154,420 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $86,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,460 | $71,142+21.5% | $119,609-27.7% | $64,808+33.4% |
| Participation rate | 97.5% | 78.6%+18.9pp | 79.3%+18.3pp | 71.5%+26.1pp |
| Annual return | -16.93% | -10.01%-6.9pp | -14.97%-2.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,542 | $2,497+1.8% | $4,232-39.9% | $2,506+1.4% |
| Participant deferral / active EE | $5,581 | $4,490+24.3% | $5,602-0.4% | $4,310+29.5% |
| Admin fee / account holder | $230 | $162+42.2% | $10,323-97.8% | $188+22.7% |