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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,730 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $4,231 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $70,271 | $88,515-20.6% | $162,163-56.7% | $67,579+4.0% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.2pp | 71.3%+28.4pp |
| Annual return | 24.13% | 27.04%-2.9pp | 115.59%-91.5pp | 378.56%-354.4pp |
| Employer contribution / active EE | $3,202 | $3,563-10.1% | $5,614-43.0% | $2,148+49.1% |
| Participant deferral / active EE | $4,463 | $5,724-22.0% | $7,298-38.8% | $3,539+26.1% |
| Admin fee / account holder | $112 | $124-9.4% | $10,843-99.0% | $142-21.3% |