Filed June 7, 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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $22,651 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,121 |
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 | $72,004 | $70,083+2.7% | $59,878+20.3% | $55,725+29.2% |
| Participation rate | 86.2% | 78.4%+7.9pp | 74.7%+11.5pp | 70.9%+15.4pp |
| Annual return | 8.87% | 3.13%+5.7pp | 3.46%+5.4pp | 244.93%-236.1pp |
| Employer contribution / active EE | $4,184 | $2,878+45.3% | $2,722+53.7% | $2,078+101.3% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $141 | $70+100.0% | $3,590-96.1% | $115+22.1% |