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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,445 |
RAYMOND JAMES FINANCIAL SERVICES6+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,974 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,135 | $94,833-16.6% | $75,696+4.5% | $86,799-8.8% |
| Participation rate | 91.9% | 79.1%+12.8pp | 74.8%+17.0pp | 72.3%+19.6pp |
| Annual return | 26.18% | 16.91%+9.3pp | 104.53%-78.4pp | 97.91%-71.7pp |
| Employer contribution / active EE | $1,308 | $2,904-55.0% | $2,743-52.3% | $2,405-45.6% |
| Participant deferral / active EE | $4,100 | $3,632+12.9% | $3,821+7.3% | $4,131-0.8% |
| Admin fee / account holder | $114 | $109+5.1% | $3,619-96.8% | $170-32.7% |