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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,999 |
Filed as: RAYMOND JAMES FINANCIAL SVC ADV Service code 27 · EIN 59-2937883 | Advisory (Plan) | $17,998 |
WILSHIRE ASSOCIATES INCORPORATED10+ 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 | $83,446 | $96,018-13.1% | $65,493+27.4% | $85,563-2.5% |
| Participation rate | 90.8% | 74.8%+16.0pp | 73.1%+17.7pp | 66.0%+24.8pp |
| Annual return | 13.41% | 14.51%-1.1pp | 982.45%-969.0pp | 31.51%-18.1pp |
| Employer contribution / active EE | $4,721 | $3,235+45.9% | $2,574+83.4% | $2,654+77.9% |
| Participant deferral / active EE | $0 | $4,055-100.0% | $3,961-100.0% | $4,375-100.0% |
| Admin fee / account holder | $138 | $271-48.9% | $5,028-97.2% | $834-83.4% |