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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,069 |
SECURITIES AMERICA INC3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,165 | $100,227-37.0% | $169,993-62.8% | $74,419-15.1% |
| Participation rate | 96.6% | 87.3%+9.2pp | 87.0%+9.6pp | 70.7%+25.8pp |
| Annual return | 18.01% | 66.08%-48.1pp | 53.37%-35.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $609 | $4,263-85.7% | $6,785-91.0% | $2,637-76.9% |
| Participant deferral / active EE | $5,544 | $7,143-22.4% | $10,408-46.7% | $4,528+22.4% |
| Admin fee / account holder | $165 | $234-29.4% | $12,815-98.7% | $348-52.4% |