Filed January 18, 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 |
|---|---|---|
VSR FINANCIAL SERVICES INC2+ years Service code 49 · EIN 43-1302302 | Other Services | $9,723 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,576 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,426 |
WILSHIRE ASSOCIATES INCORPORATED2+ years 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 | $133,488 | $56,171+137.6% | $108,745+22.8% | $55,167+142.0% |
| Participation rate | 96.2% | 70.7%+25.5pp | 77.7%+18.5pp | 69.0%+27.2pp |
| Annual return | 14.75% | 214.86%-200.1pp | 46.22%-31.5pp | 169.23%-154.5pp |
| Employer contribution / active EE | $6,526 | $2,153+203.1% | $3,323+96.4% | $1,963+232.5% |
| Participant deferral / active EE | $5,793 | $3,437+68.6% | $5,121+13.1% | $3,054+89.7% |
| Admin fee / account holder | $23 | $302-92.3% | $6,144-99.6% | $504-95.4% |