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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,111 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,968 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,503 | $83,884-17.1% | $64,056+8.5% | $74,419-6.6% |
| Participation rate | 95.3% | 76.6%+18.7pp | 72.3%+23.0pp | 70.7%+24.6pp |
| Annual return | 12.27% | 16.57%-4.3pp | 33.69%-21.4pp | 34.38%-22.1pp |
| Employer contribution / active EE | $1,316 | $3,084-57.3% | $2,747-52.1% | $2,637-50.1% |
| Participant deferral / active EE | $4,522 | $3,692+22.5% | $3,880+16.6% | $4,528-0.1% |
| Admin fee / account holder | $99 | $196-49.7% | $3,068-96.8% | $348-71.7% |