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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $161,381 |
TFO-TDC, LLC1 year Filed as: TFO-TDC,LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $36,025 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $27,795 |
MORNINGSTAR3 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.
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 | $61,515 | $78,852-22.0% | $76,768-19.9% | $75,289-18.3% |
| Participation rate | 97.0% | 85.0%+12.0pp | 77.0%+20.0pp | 72.4%+24.6pp |
| Annual return | -9.49% | -1.29%-8.2pp | 2.43%-11.9pp | -0.04%-9.5pp |
| Employer contribution / active EE | $3,380 | $2,794+21.0% | $2,485+36.0% | $2,405+40.5% |
| Participant deferral / active EE | $4,872 | $4,800+1.5% | $3,852+26.5% | $3,739+30.3% |
| Admin fee / account holder | $64 | $79-18.5% | $6,675-99.0% | $102-37.1% |