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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,650 |
JANNEY MONTGOMERY SCOTT LLC3+ years Service code 49 · EIN 23-0731260 | Other Services | $13,539 |
TROUT EBERSOLE & GROFF LLP3+ years Filed as: TROUT EBERSOLE & GROFF Service code 10 · EIN 23-1551315 | Accounting | $9,749 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $28,246 | $55,453-49.1% | $170,442-83.4% | $62,292-54.7% |
| Participation rate | 98.6% | 66.4%+32.2pp | 83.6%+15.0pp | 69.5%+29.1pp |
| Annual return | 22.10% | 21.38%+0.7pp | 205.93%-183.8pp | 28.90%-6.8pp |
| Employer contribution / active EE | $2,062 | $2,164-4.7% | $5,433-62.0% | $2,042+1.0% |
| Participant deferral / active EE | $2,618 | $2,303+13.7% | $4,939-47.0% | $3,169-17.4% |
| Admin fee / account holder | $202 | $455-55.5% | $13,880-98.5% | $479-57.8% |