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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,136 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $4,584 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $81,859 | $111,608-26.7% | $177,821-54.0% | $73,409+11.5% |
| Participation rate | 98.0% | 87.9%+10.1pp | 87.7%+10.2pp | 72.2%+25.8pp |
| Annual return | 14.79% | 18.23%-3.4pp | 48.32%-33.5pp | 59.29%-44.5pp |
| Employer contribution / active EE | $3,537 | $3,796-6.8% | $5,918-40.2% | $2,234+58.4% |
| Participant deferral / active EE | $4,797 | $6,199-22.6% | $7,714-37.8% | $3,805+26.1% |
| Admin fee / account holder | $122 | $166-26.0% | $12,427-99.0% | $158-22.4% |