Filed January 11, 2013
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 |
|---|---|---|
Filed as: PRINCIPLED ADVISORS INC Service code 27 1110 S AVE · STATEN ISLAND, NY 10314 | Advisory (Plan) | $41,188 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $785 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,640 | $66,302+12.6% | $110,238-32.3% | $56,287+32.6% |
| Participation rate | 96.7% | 74.9%+21.8pp | 79.8%+16.9pp | 69.9%+26.9pp |
| Annual return | -3.39% | -1.18%-2.2pp | 314.74%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $950 | $2,047-53.6% | $3,826-75.2% | $2,111-55.0% |
| Participant deferral / active EE | $5,468 | $3,381+61.7% | $4,672+17.0% | $3,350+63.2% |
| Admin fee / account holder | $152 | $698-78.2% | $8,547-98.2% | $521-70.8% |