Filed January 1, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,780 |
WEALTHPLAN ADVISORS LLC1+ years Filed as: WEALTHPLAN ADVISORS INC Service code 27 · EIN 26-4646168 | Advisory (Plan) | $20,500 |
WEALTHPLAN ADVISORS LLC1+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $5,864 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $18,095 | $37,117-51.2% | $147,614-87.7% | $55,191-67.2% |
| Participation rate | 97.6% | 63.6%+34.0pp | 84.6%+13.0pp | 69.2%+28.4pp |
| Annual return | 0.90% | 3.44%-2.5pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $285 | $1,620-82.4% | $5,564-94.9% | $1,899-85.0% |
| Participant deferral / active EE | $2,820 | $1,985+42.0% | $4,895-42.4% | $3,046-7.4% |
| Admin fee / account holder | $84 | $86-2.3% | $11,611-99.3% | $91-7.9% |