Filed November 29, 2013
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $201,590 |
401(K) ADVISORS INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $102,281 |
Filed as: RAYMOND JAMES AND ASSOCI Service code 27 · EIN 59-1237041 | Advisory (Plan) | $10,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,789 | $66,528+47.0% | $86,874+12.6% | $86,799+12.7% |
| Participation rate | 99.2% | 72.4%+26.8pp | 71.6%+27.6pp | 72.3%+26.9pp |
| Annual return | 19.61% | 19.56%+0.1pp | 63.52%-43.9pp | 97.91%-78.3pp |
| Employer contribution / active EE | $4,656 | $2,007+132.0% | $2,495+86.6% | $2,405+93.6% |
| Participant deferral / active EE | $4,985 | $3,240+53.9% | $3,699+34.8% | $4,131+20.7% |
| Admin fee / account holder | $269 | $148+81.8% | $5,828-95.4% | $170+58.9% |