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 CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $26,377 |
PENSION ASSURANCE LLP2+ years Service code 10 · EIN 30-0840934 | Accounting | $6,148 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,207 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $86,180 | $81,537+5.7% | $149,718-42.4% | $69,631+23.8% |
| Participation rate | 75.9% | 86.1%-10.2pp | 87.1%-11.1pp | 70.7%+5.2pp |
| Annual return | 15.66% | 22.79%-7.1pp | 1501.63%-1486.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,912 | $3,239-10.1% | $5,445-46.5% | $2,032+43.3% |
| Participant deferral / active EE | $4,431 | $4,994-11.3% | $6,569-32.5% | $3,224+37.5% |
| Admin fee / account holder | $14 | $107-87.2% | $11,283-99.9% | $110-87.6% |