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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,549 |
Filed as: RAYMOND JAMES FINANCIAL SVC ADV Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,996 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,891 | $83,884-20.3% | $64,056+4.4% | $74,419-10.1% |
| Participation rate | 85.0% | 76.6%+8.4pp | 72.3%+12.7pp | 70.7%+14.3pp |
| Annual return | 9.50% | 16.57%-7.1pp | 33.69%-24.2pp | 34.38%-24.9pp |
| Employer contribution / active EE | $4,300 | $3,084+39.4% | $2,747+56.6% | $2,637+63.0% |
| Participant deferral / active EE | $0 | $3,692-100.0% | $3,880-100.0% | $4,528-100.0% |
| Admin fee / account holder | $107 | $196-45.2% | $3,068-96.5% | $348-69.1% |