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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,615 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,979 |
WILSHIRE ASSOCIATES INCORPORATED10+ 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 | $97,848 | $96,018+1.9% | $65,493+49.4% | $85,563+14.4% |
| Participation rate | 95.8% | 74.8%+21.0pp | 73.1%+22.7pp | 66.0%+29.8pp |
| Annual return | 16.32% | 14.51%+1.8pp | 982.45%-966.1pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,418 | $3,235-56.2% | $2,574-44.9% | $2,654-46.6% |
| Participant deferral / active EE | $4,748 | $4,055+17.1% | $3,961+19.9% | $4,375+8.5% |
| Admin fee / account holder | $151 | $271-44.4% | $5,028-97.0% | $834-82.0% |