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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $251,584 |
TFO-TDC, LLC1 year Filed as: TFO TDC, LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $122,175 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE AND MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $25,600 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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.
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 | $80,935 | $176,491-54.1% | $95,952-15.7% | $90,288-10.4% |
| Participation rate | 97.6% | 86.6%+11.0pp | 77.1%+20.5pp | 73.4%+24.2pp |
| Annual return | 10.55% | 20.14%-9.6pp | 91.61%-81.1pp | 53.97%-43.4pp |
| Employer contribution / active EE | $3,151 | $2,789+13.0% | $2,541+24.0% | $2,524+24.8% |
| Participant deferral / active EE | $4,778 | $5,340-10.5% | $4,167+14.7% | $4,232+12.9% |
| Admin fee / account holder | $157 | $154+2.1% | $6,795-97.7% | $114+37.9% |