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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $232,120 |
TFO-TDC, LLC5 years Filed as: TFO-TDC,LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $103,557 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,567 | $130,141-44.2% | $86,677-16.3% | $77,904-6.9% |
| Participation rate | 96.8% | 85.9%+10.9pp | 76.6%+20.2pp | 73.7%+23.1pp |
| Annual return | -15.47% | -12.75%-2.7pp | 35.91%-51.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $3,940 | $3,220+22.4% | $2,836+38.9% | $2,848+38.4% |
| Participant deferral / active EE | $5,880 | $5,757+2.1% | $4,656+26.3% | $4,806+22.3% |
| Admin fee / account holder | $177 | $132+34.2% | $7,493-97.6% | $133+33.4% |