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 7-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,283 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, PLIC Service code 10 · EIN 38-1357951 | Accounting | $6,500 |
TFO-TDC, LLC1 year Filed as: TFO-TDC,LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $6,073 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,325 | $79,519-64.4% | $95,952-70.5% | $73,409-61.4% |
| Participation rate | 98.7% | 81.2%+17.5pp | 77.1%+21.6pp | 72.2%+26.5pp |
| Annual return | 11.08% | 19.20%-8.1pp | 91.61%-80.5pp | 59.29%-48.2pp |
| Employer contribution / active EE | $2,108 | $2,048+2.9% | $2,541-17.0% | $2,234-5.6% |
| Participant deferral / active EE | $2,819 | $4,138-31.9% | $4,167-32.4% | $3,805-25.9% |
| Admin fee / account holder | $207 | $184+12.5% | $6,795-96.9% | $158+31.3% |