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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $270,575 |
TFO-TDC, LLC4 years Filed as: TFO-TDC,LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $136,380 |
PLANTE & MORAN, PLLC6 years Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 38-1357951 | Accounting | $17,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,916 | $144,996-39.4% | $111,297-21.0% | $93,030-5.5% |
| Participation rate | 97.4% | 86.2%+11.2pp | 77.3%+20.0pp | 73.9%+23.5pp |
| Annual return | 15.52% | 18.26%-2.7pp | 54.65%-39.1pp | 158.70%-143.2pp |
| Employer contribution / active EE | $4,437 | $3,056+45.2% | $2,731+62.5% | $2,706+64.0% |
| Participant deferral / active EE | $6,912 | $5,587+23.7% | $4,487+54.0% | $4,562+51.5% |
| Admin fee / account holder | $199 | $103+92.3% | $7,964-97.5% | $152+31.2% |