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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,246 |
Filed as: RAYMOND JAMES FINANCIAL SVC ADV Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,970 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 | $65,758 | $79,124-16.9% | $60,874+8.0% | $64,808+1.5% |
| Participation rate | 85.2% | 77.7%+7.5pp | 73.1%+12.1pp | 71.5%+13.8pp |
| Annual return | -12.19% | -7.13%-5.1pp | 16.90%-29.1pp | 32.82%-45.0pp |
| Employer contribution / active EE | $4,261 | $3,050+39.7% | $2,701+57.7% | $2,506+70.1% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $120 | $106+13.4% | $3,224-96.3% | $188-36.2% |