Filed December 30, 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 10-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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $237,283 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 28 · EIN 52-1396995 | Investment Management | $151,459 |
MEADEN & MOORE, LTD.6 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $45,400 |
THOMPSON HINE11+ years Service code 29 · EIN 34-0575300 | Legal | $11,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,750 | $131,799+59.1% | $200,582+4.6% | $85,563+145.1% |
| Participation rate | 94.7% | 87.9%+6.8pp | 86.9%+7.8pp | 66.0%+28.7pp |
| Annual return | 15.01% | 21.59%-6.6pp | 42.33%-27.3pp | 31.51%-16.5pp |
| Employer contribution / active EE | $4,583 | $4,532+1.1% | $6,419-28.6% | $2,654+72.7% |
| Participant deferral / active EE | $5,758 | $7,702-25.2% | $9,331-38.3% | $4,375+31.6% |
| Admin fee / account holder | $219 | $235-6.6% | $16,305-98.7% | $834-73.7% |