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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,939 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,984 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $71,139 | $84,948-16.3% | $70,449+1.0% | $73,409-3.1% |
| Participation rate | 83.1% | 79.9%+3.2pp | 75.1%+8.1pp | 72.2%+10.9pp |
| Annual return | 5.45% | 13.39%-7.9pp | 109.03%-103.6pp | 59.29%-53.8pp |
| Employer contribution / active EE | $4,434 | $2,834+56.5% | $2,737+62.0% | $2,234+98.5% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $3,709-100.0% | $3,805-100.0% |
| Admin fee / account holder | $122 | $98+24.7% | $3,845-96.8% | $158-22.5% |