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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,534 |
RAYMOND JAMES FINANCIAL SERVICES7+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,972 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,282 | $79,124-18.8% | $60,874+5.6% | $64,808-0.8% |
| Participation rate | 94.0% | 77.7%+16.3pp | 73.1%+20.9pp | 71.5%+22.6pp |
| Annual return | -13.01% | -7.13%-5.9pp | 16.90%-29.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,204 | $3,050-60.5% | $2,701-55.4% | $2,506-52.0% |
| Participant deferral / active EE | $4,061 | $3,725+9.0% | $3,817+6.4% | $4,310-5.8% |
| Admin fee / account holder | $107 | $106+0.9% | $3,224-96.7% | $188-43.3% |