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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,440 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,958 |
WILSHIRE ASSOCIATES INCORPORATED9+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,919 | $91,762-9.6% | $67,502+22.8% | $77,643+6.8% |
| Participation rate | 94.7% | 75.9%+18.8pp | 72.9%+21.8pp | 70.6%+24.1pp |
| Annual return | 15.31% | 14.87%+0.4pp | 3512.12%-3496.8pp | 31.24%-15.9pp |
| Employer contribution / active EE | $1,388 | $3,181-56.4% | $2,731-49.2% | $2,726-49.1% |
| Participant deferral / active EE | $4,638 | $3,903+18.8% | $4,000+16.0% | $4,647-0.2% |
| Admin fee / account holder | $110 | $176-37.4% | $3,998-97.2% | $430-74.4% |