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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,906 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 | Contract Administrator | $10,541 |
PENSION ASSURANCE LLP3+ years Service code 10 · EIN 30-0840934 | Accounting | $9,000 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $74,764 | $80,005-6.6% | $140,016-46.6% | $55,725+34.2% |
| Participation rate | 79.0% | 87.0%-8.0pp | 87.5%-8.5pp | 70.9%+8.2pp |
| Annual return | -4.61% | 0.46%-5.1pp | 651.12%-655.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $3,008 | $3,403-11.6% | $5,606-46.3% | $2,078+44.7% |
| Participant deferral / active EE | $4,506 | $5,264-14.4% | $6,927-34.9% | $3,356+34.3% |
| Admin fee / account holder | $140 | $116+21.0% | $10,705-98.7% | $115+21.5% |