Filed August 11, 1992
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,257 |
Filed as: LOCKTON INVESTMENT ADVIS Service code 13 · EIN 20-5846369 | Contract Administrator | $30,725 |
Filed as: VORYS, SATER, SEYMOU Service code 29 · EIN 31-4333125 | Legal | $13,149 |
A. M. CASTLE & CO1 year Service code 10 · EIN 36-0879160 | Accounting | $11,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $11,000 |
Filed as: FIDELITY GLOBAL BROKERAGE GROUP INC Service code 33 · EIN 04-3257666 | Securities brokerage; Account mainten... | $7,919 |
Filed as: VORYS SATER SEYMOU Service code 29 · EIN 31-1333125 | Legal | $6,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,194 | $86,225+38.2% | $146,665-18.7% | $86,799+37.3% |
| Participation rate | 93.8% | 78.0%+15.8pp | 80.1%+13.7pp | 72.3%+21.5pp |
| Annual return | 13.49% | 31.23%-17.7pp | 22.74%-9.3pp | 97.91%-84.4pp |
| Employer contribution / active EE | $2,823 | $2,392+18.0% | $4,136-31.7% | $2,405+17.4% |
| Participant deferral / active EE | $5,418 | $4,245+27.6% | $5,506-1.6% | $4,131+31.2% |
| Admin fee / account holder | $246 | $195+26.0% | $10,280-97.6% | $170+45.1% |