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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $326,404 |
TFO-TDC, LLC2 years Filed as: TFO-TDC,LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $122,555 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $32,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $74,143 | $105,247-29.6% | $87,100-14.9% | $77,787-4.7% |
| Participation rate | 99.1% | 85.8%+13.3pp | 76.9%+22.2pp | 73.2%+25.8pp |
| Annual return | 20.72% | 24.52%-3.8pp | 28.19%-7.5pp | 32.57%-11.9pp |
| Employer contribution / active EE | $3,389 | $2,895+17.1% | $2,521+34.4% | $2,504+35.3% |
| Participant deferral / active EE | $5,001 | $5,060-1.2% | $4,049+23.5% | $3,967+26.1% |
| Admin fee / account holder | $172 | $104+64.3% | $7,497-97.7% | $100+71.6% |