Filed May 15, 2013 (most recent of 5 filings on file)
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,038 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $83,536 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,974 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $12,713 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,591 | $74,188-31.8% | $115,756-56.3% | $64,808-21.9% |
| Participation rate | 88.2% | 76.2%+12.0pp | 77.1%+11.1pp | 71.5%+16.7pp |
| Annual return | -15.84% | -11.81%-4.0pp | 143.14%-159.0pp | 32.82%-48.7pp |
| Employer contribution / active EE | $0 | $3,365-100.0% | $3,793-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,744 | $5,294-29.3% | $6,254-40.1% | $4,310-13.2% |
| Admin fee / account holder | $222 | $148+49.6% | $8,124-97.3% | $188+18.2% |