Filed August 7, 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $259,446 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $75,244 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 | $42,963 | $76,173-43.6% | $81,438-47.2% | $199,768-78.5% |
| Participation rate | 96.5% | 76.3%+20.2pp | 69.5%+27.0pp | 72.0%+24.5pp |
| Annual return | 13.43% | 15.59%-2.2pp | 24.74%-11.3pp | 34.26%-20.8pp |
| Employer contribution / active EE | $0 | $2,792-100.0% | $2,460-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $5,044 | $4,201+20.1% | $3,883+29.9% | $5,090-0.9% |
| Admin fee / account holder | $209 | $146+42.8% | $5,764-96.4% | $269-22.5% |