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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,409 |
SMITH & HOWARD, PC2 years 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) | $18,180 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,110 | $88,890+19.4% | $102,423+3.6% | $77,643+36.7% |
| Participation rate | 94.4% | 80.9%+13.5pp | 76.5%+17.9pp | 70.6%+23.8pp |
| Annual return | 10.81% | 24.98%-14.2pp | 29.32%-18.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $732 | $2,698-72.9% | $3,023-75.8% | $2,726-73.1% |
| Participant deferral / active EE | $5,095 | $5,145-1.0% | $5,053+0.8% | $4,647+9.6% |
| Admin fee / account holder | $314 | $235+33.6% | $9,451-96.7% | $430-26.9% |