Filed May 11, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
PROASSURANCE2+ years Filed as: PROASSURANCE GROUP SERVICES CORPORA Service code 27 · EIN 63-1285505 | Advisory (Plan) | $81,570 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,556 |
NBC SECURITIES INC2+ years Filed as: NBC SECURITIES, INC. Service code 27 · EIN 63-0923499 | Advisory (Plan) | $10,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,852 | $71,802+122.6% | $133,980+19.3% | $57,658+177.2% |
| Participation rate | 98.5% | 85.5%+13.0pp | 87.1%+11.4pp | 70.2%+28.2pp |
| Annual return | 8.99% | 13.51%-4.5pp | 29.30%-20.3pp | 5.13%+3.9pp |
| Employer contribution / active EE | $7,122 | $3,161+125.3% | $5,211+36.7% | $1,974+260.8% |
| Participant deferral / active EE | $6,105 | $4,606+32.5% | $6,282-2.8% | $3,061+99.5% |
| Admin fee / account holder | $29 | $88-67.2% | $9,324-99.7% | $95-69.6% |