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 BANK4+ years Filed as: COMERICA INSURANCE SERVICES INC Service code 49 · EIN 38-3063147 | Other Services | $26,411 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,313 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,734 | $66,302+109.2% | $110,238+25.8% | $56,287+146.5% |
| Participation rate | 97.5% | 74.9%+22.6pp | 79.8%+17.6pp | 69.9%+27.6pp |
| Annual return | -9.50% | -1.18%-8.3pp | 314.74%-324.2pp | -9.96%+0.5pp |
| Employer contribution / active EE | $7,780 | $2,047+280.0% | $3,826+103.3% | $2,111+268.5% |
| Participant deferral / active EE | $4,446 | $3,381+31.5% | $4,672-4.8% | $3,350+32.7% |
| Admin fee / account holder | $34 | $698-95.1% | $8,547-99.6% | $521-93.5% |