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 SERVICES5+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,963 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,427 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,907 | $84,948-18.9% | $70,449-2.2% | $73,409-6.1% |
| Participation rate | 94.2% | 79.9%+14.2pp | 75.1%+19.1pp | 72.2%+22.0pp |
| Annual return | 5.59% | 13.39%-7.8pp | 109.03%-103.4pp | 59.29%-53.7pp |
| Employer contribution / active EE | $1,282 | $2,834-54.8% | $2,737-53.2% | $2,234-42.6% |
| Participant deferral / active EE | $4,294 | $3,387+26.8% | $3,709+15.8% | $3,805+12.8% |
| Admin fee / account holder | $110 | $98+11.6% | $3,845-97.2% | $158-30.6% |