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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $342,606 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 28 · EIN 52-1396995 | Investment Management | $61,535 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $19,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,295 | $111,608+48.1% | $177,821-7.0% | $73,409+125.2% |
| Participation rate | 97.8% | 87.9%+9.9pp | 87.7%+10.0pp | 72.2%+25.6pp |
| Annual return | 14.29% | 18.23%-3.9pp | 48.32%-34.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $4,165 | $3,796+9.7% | $5,918-29.6% | $2,234+86.5% |
| Participant deferral / active EE | $4,783 | $6,199-22.8% | $7,714-38.0% | $3,805+25.7% |
| Admin fee / account holder | $312 | $166+88.6% | $12,427-97.5% | $158+97.8% |