Filed December 21, 1992 (most recent of 2 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,398 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 27 · EIN 06-1517948 | Advisory (Plan) | $20,000 |
Filed as: DIMEO SCHNEIDER Service code 27 · EIN 36-4001764 | Advisory (Plan) | $17,390 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,863 | $99,078-3.2% | $96,544-0.7% | $74,419+28.8% |
| Participation rate | 95.3% | 80.7%+14.6pp | 76.0%+19.3pp | 70.7%+24.5pp |
| Annual return | 15.30% | 22.48%-7.2pp | 25.84%-10.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,732 | $2,570-32.6% | $2,965-41.6% | $2,637-34.3% |
| Participant deferral / active EE | $5,370 | $4,933+8.9% | $4,851+10.7% | $4,528+18.6% |
| Admin fee / account holder | $286 | $225+27.5% | $8,252-96.5% | $348-17.7% |