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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,394 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $13,750 |
TFO-TDC, LLC1 year Filed as: TFO WEALTH PARTNERS LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $6,468 |
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 | $40,760 | $99,078-58.9% | $96,544-57.8% | $74,419-45.2% |
| Participation rate | 95.6% | 80.7%+14.9pp | 76.0%+19.6pp | 70.7%+24.9pp |
| Annual return | 16.95% | 22.48%-5.5pp | 25.84%-8.9pp | 34.38%-17.4pp |
| Employer contribution / active EE | $3,338 | $2,570+29.9% | $2,965+12.6% | $2,637+26.6% |
| Participant deferral / active EE | $4,460 | $4,933-9.6% | $4,851-8.0% | $4,528-1.5% |
| Admin fee / account holder | $192 | $225-14.4% | $8,252-97.7% | $348-44.7% |