Filed June 18, 2020 (most recent of 2 filings on file)
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 | $423,802 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $84,870 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,997 | $53,565-47.7% | $172,739-83.8% | $82,204-65.9% |
| Participation rate | 93.8% | 69.6%+24.1pp | 82.6%+11.1pp | 73.4%+20.4pp |
| Annual return | 27.36% | 31.42%-4.1pp | 802.84%-775.5pp | 26.31%+1.1pp |
| Employer contribution / active EE | $336 | $1,857-81.9% | $5,143-93.5% | $2,707-87.6% |
| Participant deferral / active EE | $3,880 | $3,006+29.1% | $5,198-25.3% | $4,246-8.6% |
| Admin fee / account holder | $61 | $61-1.2% | $13,954-99.6% | $76-19.8% |