Filed September 22, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,824 |
KAPNICK & COMPANY INC3+ years Service code 49 · EIN 38-1902430 | Other Services | $22,589 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $21,625 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,978 | $88,730-30.2% | $82,313-24.7% | $77,958-20.5% |
| Participation rate | 97.3% | 84.5%+12.7pp | 76.9%+20.4pp | 71.6%+25.6pp |
| Annual return | 15.23% | 20.88%-5.7pp | 25.88%-10.7pp | 20.87%-5.6pp |
| Employer contribution / active EE | $3,775 | $2,758+36.8% | $2,428+55.4% | $2,310+63.4% |
| Participant deferral / active EE | $4,872 | $4,634+5.1% | $3,706+31.5% | $3,537+37.8% |
| Admin fee / account holder | $42 | $74-43.4% | $5,608-99.3% | $97-57.0% |