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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,171 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $13,000 |
TFO-TDC, LLC3 years Filed as: TFO-TDC,LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $7,576 |
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 | $34,066 | $65,435-47.9% | $86,677-60.7% | $66,914-49.1% |
| Participation rate | 95.2% | 75.5%+19.7pp | 76.6%+18.6pp | 69.8%+25.4pp |
| Annual return | -16.49% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,907 | $2,153+35.0% | $2,836+2.5% | $2,544+14.3% |
| Participant deferral / active EE | $4,002 | $4,100-2.4% | $4,656-14.0% | $4,237-5.5% |
| Admin fee / account holder | $207 | $642-67.7% | $7,493-97.2% | $593-65.0% |