Filed February 20, 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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,504 |
FNBB CAPITAL MARKETS LLC4+ years Filed as: FNBB CAPITAL MARKETS Service code 27 · EIN 20-0532898 | Advisory (Plan) | $35,281 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,467 | $122,239-48.1% | $184,200-65.5% | $74,546-14.9% |
| Participation rate | 91.0% | 85.5%+5.5pp | 86.8%+4.1pp | 67.2%+23.8pp |
| Annual return | 11.72% | 19.95%-8.2pp | 28.80%-17.1pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $2,475 | $4,537-45.4% | $6,424-61.5% | $2,624-5.7% |
| Participant deferral / active EE | $4,708 | $7,139-34.0% | $9,132-48.4% | $4,347+8.3% |
| Admin fee / account holder | $410 | $1,260-67.5% | $13,907-97.1% | $1,944-78.9% |