Filed December 21, 2012
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 | $88,763 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $32,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,167 | $86,897-37.7% | $151,611-64.3% | $64,808-16.4% |
| Participation rate | 93.3% | 87.3%+6.0pp | 87.5%+5.8pp | 71.5%+21.8pp |
| Annual return | -16.43% | -3.57%-12.9pp | 3.33%-19.8pp | 32.82%-49.2pp |
| Employer contribution / active EE | $614 | $4,010-84.7% | $6,166-90.1% | $2,506-75.5% |
| Participant deferral / active EE | $5,335 | $6,690-20.2% | $8,363-36.2% | $4,310+23.8% |
| Admin fee / account holder | $176 | $153+15.4% | $11,616-98.5% | $188-6.0% |