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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $256,258 |
TFO-TDC, LLC1 year Filed as: TFO TDC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $118,024 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 33-1498605 | Accounting | $20,702 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,029 | $110,299-10.2% | $102,423-3.3% | $199,593-50.4% |
| Participation rate | 96.3% | 86.3%+10.0pp | 76.5%+19.8pp | 72.0%+24.3pp |
| Annual return | 13.01% | 35.73%-22.7pp | 29.32%-16.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $4,035 | $3,603+12.0% | $3,023+33.5% | $3,034+33.0% |
| Participant deferral / active EE | $6,182 | $6,376-3.0% | $5,053+22.3% | $5,087+21.5% |
| Admin fee / account holder | $220 | $122+80.1% | $9,451-97.7% | $269-18.1% |