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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $243,127 |
TFO-TDC, LLC1 year Filed as: TFO WEALTH PARTNERS LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $101,562 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $19,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,080 | $104,697-16.8% | $96,544-9.8% | $80,160+8.6% |
| Participation rate | 96.0% | 86.4%+9.7pp | 76.0%+20.1pp | 72.9%+23.1pp |
| Annual return | 16.41% | 21.78%-5.4pp | 25.84%-9.4pp | 40.38%-24.0pp |
| Employer contribution / active EE | $4,022 | $3,536+13.7% | $2,965+35.7% | $2,978+35.1% |
| Participant deferral / active EE | $6,010 | $6,188-2.9% | $4,851+23.9% | $5,017+19.8% |
| Admin fee / account holder | $192 | $107+80.0% | $8,252-97.7% | $145+32.6% |