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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,469 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $13,000 |
TFO-TDC, LLC2 years Filed as: TFO-TDC,LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $7,781 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,891 | $84,936-54.2% | $111,297-65.1% | $79,386-51.0% |
| Participation rate | 96.4% | 75.9%+20.5pp | 77.3%+19.1pp | 70.7%+25.7pp |
| Annual return | 13.56% | 17.45%-3.9pp | 54.65%-41.1pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,620 | $1,979+32.4% | $2,731-4.1% | $2,427+7.9% |
| Participant deferral / active EE | $3,694 | $3,888-5.0% | $4,487-17.7% | $4,046-8.7% |
| Admin fee / account holder | $226 | $537-58.0% | $7,964-97.2% | $626-64.0% |