Filed July 9, 2019 (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 |
|---|---|---|
COMERICA BANK1+ years Filed as: COMERICA INSURANCE SERVICES INC Service code 49 · EIN 38-3063147 | Other Services | $9,594 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,001 |
COMERICA BANK1+ years Filed as: COMERICA SECURITIES Service code 49 · EIN 38-2621207 | Other Services | $6,404 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,396 | $57,108+154.6% | $94,224+54.3% | $52,331+177.8% |
| Participation rate | 97.4% | 72.9%+24.5pp | 78.8%+18.7pp | 68.1%+29.3pp |
| Annual return | 8.30% | 1.47%+6.8pp | 10.68%-2.4pp | 4.54%+3.8pp |
| Employer contribution / active EE | $6,959 | $1,735+301.0% | $3,587+94.0% | $1,882+269.8% |
| Participant deferral / active EE | $3,361 | $3,040+10.6% | $4,320-22.2% | $3,022+11.2% |
| Admin fee / account holder | $35 | $546-93.6% | $6,269-99.4% | $592-94.1% |