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 | $140,350 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $49,571 |
CLEARSTEAD ADVISORS, LLC2 years Service code 27 · EIN 34-1597728 | Advisory (Plan) | $25,519 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $12,000 |
THOMPSON HINE5 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $9,773 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 18 · EIN 51-0099493 | Direct payment from the plan; Custodi... | $9,587 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $422,209-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.4%-2.4pp |
| Annual return | 10.18% | 9.98%+0.2pp | 12.68%-2.5pp | 22.81%-12.6pp |
| Employer contribution / active EE | $0 | $15,842-100.0% | $41,588-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $285-100.0% | $96-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,609-100.0% | $85,222-100.0% |