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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,768 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,971 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $78,614 | $94,833-17.1% | $75,696+3.9% | $86,799-9.4% |
| Participation rate | 84.7% | 79.1%+5.6pp | 74.8%+9.9pp | 72.3%+12.5pp |
| Annual return | 23.93% | 16.91%+7.0pp | 104.53%-80.6pp | 97.91%-74.0pp |
| Employer contribution / active EE | $4,520 | $2,904+55.6% | $2,743+64.8% | $2,405+87.9% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $125 | $109+15.4% | $3,619-96.5% | $170-26.1% |