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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,557 |
Filed as: RAYMOND JAMES FIN SVCS ADVISORS Service code 27 · EIN 59-2937883 | Advisory (Plan) | $70,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,655 | $91,372+15.6% | $129,995-18.7% | $74,419+42.0% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.2pp |
| Annual return | 17.42% | 23.21%-5.8pp | -137.18%+154.6pp | 34.38%-17.0pp |
| Employer contribution / active EE | $2,268 | $2,563-11.5% | $4,320-47.5% | $2,637-14.0% |
| Participant deferral / active EE | $5,669 | $4,721+20.1% | $5,820-2.6% | $4,528+25.2% |
| Admin fee / account holder | $220 | $283-22.2% | $10,614-97.9% | $348-36.7% |