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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $189,961 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 28 · EIN 52-1396995 | Investment Management | $103,322 |
MEADEN & MOORE, LTD.3 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $20,400 |
THOMPSON HINE8+ years Service code 29 · EIN 34-0575300 | Legal | $10,563 |
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 | $153,544 | $95,918+60.1% | $151,611+1.3% | $77,904+97.1% |
| Participation rate | 90.3% | 88.7%+1.6pp | 87.5%+2.8pp | 73.7%+16.6pp |
| Annual return | -13.55% | -5.50%-8.0pp | 3.33%-16.9pp | 12.21%-25.8pp |
| Employer contribution / active EE | $4,111 | $4,330-5.1% | $6,166-33.3% | $2,848+44.4% |
| Participant deferral / active EE | $5,004 | $7,508-33.4% | $8,363-40.2% | $4,806+4.1% |
| Admin fee / account holder | $177 | $93+89.6% | $11,616-98.5% | $133+33.5% |