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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,688 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES, INC Service code 27 · EIN 38-2621207 | Advisory (Plan) | $28,197 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,922 | $78,419+105.2% | $133,956+20.1% | $73,409+119.2% |
| Participation rate | 97.7% | 78.6%+19.1pp | 79.8%+17.8pp | 72.2%+25.5pp |
| Annual return | 43.55% | 33.35%+10.2pp | 45.09%-1.5pp | 59.29%-15.7pp |
| Employer contribution / active EE | $6,851 | $2,044+235.3% | $3,919+74.8% | $2,234+206.7% |
| Participant deferral / active EE | $4,290 | $3,925+9.3% | $5,048-15.0% | $3,805+12.7% |
| Admin fee / account holder | $238 | $161+47.6% | $8,927-97.3% | $158+50.9% |