Filed May 2, 2018 (most recent of 6 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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $23,236 |
VISION ESOP VALUATION3 years Service code 34 · EIN 82-5516548 | Direct payment from the plan; Valuati... | $17,000 |
VARNUM LLP3 years Service code 29 · EIN 38-1294924 | Legal | $12,558 |
DOEREN MAYHEW1 year Service code 10 · EIN 87-4032470 | Accounting | $8,190 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,445 | $84,556-13.1% | $116,228-36.8% | $74,304-1.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 74.6%+25.4pp | 60.3%+39.7pp |
| Annual return | 8.47% | 18.35%-9.9pp | 90.06%-81.6pp | 29.43%-21.0pp |
| Employer contribution / active EE | $3,618 | $2,168+66.9% | $2,994+20.8% | $2,241+61.4% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $424 | $3,792-88.8% | $11,989-96.5% | $2,969-85.7% |