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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $198,453 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC Service code 28 · EIN 52-1396995 | Investment Management | $123,811 |
MEADEN & MOORE, LTD.4 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $42,800 |
THOMPSON HINE9+ years Service code 29 · EIN 34-0575300 | Legal | $23,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,801 | $100,227+74.4% | $169,993+2.8% | $74,419+134.9% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.0%+10.1pp | 70.7%+26.4pp |
| Annual return | 18.30% | 66.08%-47.8pp | 53.37%-35.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $4,607 | $4,263+8.1% | $6,785-32.1% | $2,637+74.7% |
| Participant deferral / active EE | $5,757 | $7,143-19.4% | $10,408-44.7% | $4,528+27.1% |
| Admin fee / account holder | $179 | $234-23.7% | $12,815-98.6% | $348-48.6% |