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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $223,052 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 28 · EIN 52-1396995 | Investment Management | $164,958 |
MEADEN & MOORE, LTD.5 years Filed as: MEADEN & MOORE Service code 10 · EIN 34-1818258 | Accounting | $44,000 |
THOMPSON HINE10+ years Service code 29 · EIN 34-0575300 | Legal | $23,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,830 | $129,021+47.9% | $184,203+3.6% | $77,643+145.8% |
| Participation rate | 97.7% | 87.3%+10.4pp | 86.8%+10.9pp | 70.6%+27.2pp |
| Annual return | 13.10% | 33.27%-20.2pp | 28.81%-15.7pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,240 | $4,413-26.6% | $6,427-49.6% | $2,726+18.9% |
| Participant deferral / active EE | $5,148 | $7,297-29.5% | $9,131-43.6% | $4,647+10.8% |
| Admin fee / account holder | $208 | $254-18.0% | $13,901-98.5% | $430-51.7% |