Filed November 13, 2012
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,954 |
JANNEY MONTGOMERY SCOTT LLC2+ years Service code 49 · EIN 23-0731260 | Other Services | $11,537 |
TROUT EBERSOLE & GROFF LLP2+ years Filed as: TROUT EBERSOLE & GROFF Service code 27 · EIN 23-1551315 | Advisory (Plan) | $9,550 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,943 | $46,732-40.2% | $156,549-82.2% | $55,167-49.3% |
| Participation rate | 92.4% | 65.8%+26.6pp | 84.0%+8.4pp | 69.0%+23.4pp |
| Annual return | 5.75% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,748 | $2,105-17.0% | $5,501-68.2% | $1,963-10.9% |
| Participant deferral / active EE | $2,360 | $2,204+7.1% | $4,871-51.5% | $3,054-22.7% |
| Admin fee / account holder | $224 | $418-46.6% | $13,027-98.3% | $504-55.6% |