Filed December 20, 2012 (most recent of 4 filings on file)
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 |
|---|---|---|
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $6,111 |
PENSION ASSURANCE LLP1+ years Service code 10 · EIN 30-0840934 | Accounting | $4,117 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,637 |
HICKS PENSION SERVICES2+ years Filed as: CENTRAL ADMINISTRATIVE SERVICES INC Service code 49 · EIN 94-2158860 | Other Services | $1,876 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $71,235 | $71,802-0.8% | $133,980-46.8% | $57,658+23.5% |
| Participation rate | 81.4% | 85.5%-4.1pp | 87.1%-5.7pp | 70.2%+11.2pp |
| Annual return | 51.20% | 13.51%+37.7pp | 29.30%+21.9pp | 5.13%+46.1pp |
| Employer contribution / active EE | $2,446 | $3,161-22.6% | $5,211-53.1% | $1,974+23.9% |
| Participant deferral / active EE | $4,129 | $4,606-10.4% | $6,282-34.3% | $3,061+34.9% |
| Admin fee / account holder | $25 | $88-71.6% | $9,324-99.7% | $95-73.6% |