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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,727 |
COMERICA BANK5+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $21,529 |
COMERICA BANK5+ years Filed as: COMERICA INSURANCE SERVICES INC Service code 49 · EIN 38-3063147 | Other Services | $14,608 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,350 | $86,332+44.0% | $125,175-0.7% | $65,185+90.8% |
| Participation rate | 96.7% | 75.3%+21.4pp | 79.8%+16.9pp | 70.2%+26.5pp |
| Annual return | -2.58% | 27.43%-30.0pp | 43.79%-46.4pp | 29.38%-32.0pp |
| Employer contribution / active EE | $7,568 | $2,040+271.0% | $3,865+95.8% | $2,177+247.7% |
| Participant deferral / active EE | $4,691 | $3,537+32.6% | $4,937-5.0% | $3,514+33.5% |
| Admin fee / account holder | $208 | $609-65.9% | $9,702-97.9% | $847-75.5% |