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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,189 |
PLANTE & MORAN, PLLC4 years Service code 27 · EIN 33-1498605 | Advisory (Plan) | $17,065 |
TFO-TDC, LLC1 year Filed as: TFO TDC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $9,044 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,261 | $88,890-42.3% | $102,423-50.0% | $77,643-34.0% |
| Participation rate | 95.0% | 80.9%+14.1pp | 76.5%+18.5pp | 70.6%+24.4pp |
| Annual return | 11.71% | 24.98%-13.3pp | 29.32%-17.6pp | 31.24%-19.5pp |
| Employer contribution / active EE | $3,238 | $2,698+20.0% | $3,023+7.1% | $2,726+18.8% |
| Participant deferral / active EE | $4,401 | $5,145-14.5% | $5,053-12.9% | $4,647-5.3% |
| Admin fee / account holder | $240 | $235+1.8% | $9,451-97.5% | $430-44.3% |