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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES3+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $29,017 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,755 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $75,241 | $70,083+7.4% | $59,878+25.7% | $55,725+35.0% |
| Participation rate | 95.0% | 78.4%+16.7pp | 74.7%+20.3pp | 70.9%+24.2pp |
| Annual return | 9.93% | 3.13%+6.8pp | 3.46%+6.5pp | 244.93%-235.0pp |
| Employer contribution / active EE | $1,299 | $2,878-54.9% | $2,722-52.3% | $2,078-37.5% |
| Participant deferral / active EE | $4,274 | $3,079+38.8% | $3,402+25.6% | $3,356+27.4% |
| Admin fee / account holder | $136 | $70+93.2% | $3,590-96.2% | $115+17.9% |