Filed May 9, 2016
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 |
|---|---|---|
CHEMICAL BANK1 year Filed as: TCF BANK Service code 27 · EIN 38-0415896 | Advisory (Plan) | $109,894 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,653 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,171 | $52,293-51.9% | $178,490-85.9% | $73,409-65.7% |
| Participation rate | 88.3% | 65.3%+22.9pp | 81.9%+6.4pp | 72.2%+16.1pp |
| Annual return | 14.62% | 34.75%-20.1pp | 151.07%-136.4pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,007 | $1,735-42.0% | $5,011-79.9% | $2,234-54.9% |
| Participant deferral / active EE | $1,746 | $2,332-25.1% | $5,202-66.4% | $3,805-54.1% |
| Admin fee / account holder | $182 | $127+42.8% | $13,984-98.7% | $158+15.2% |