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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,589 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,985 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,602 | $95,542-24.0% | $69,455+4.5% | $67,579+7.4% |
| Participation rate | 85.5% | 79.4%+6.2pp | 74.6%+10.9pp | 71.3%+14.3pp |
| Annual return | 5.39% | 17.67%-12.3pp | 28.97%-23.6pp | 378.56%-373.2pp |
| Employer contribution / active EE | $4,262 | $2,989+42.6% | $2,779+53.4% | $2,148+98.5% |
| Participant deferral / active EE | $0 | $3,263-100.0% | $3,535-100.0% | $3,539-100.0% |
| Admin fee / account holder | $122 | $90+35.8% | $3,839-96.8% | $142-14.3% |