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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,407 |
COMERICA BANK2 years Filed as: COMERICA SECURITIES, INC Service code 27 · EIN 38-2621207 | Advisory (Plan) | $19,872 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $14,737 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,242 | $86,225+155.4% | $146,665+50.2% | $86,799+153.7% |
| Participation rate | 96.5% | 78.0%+18.5pp | 80.1%+16.5pp | 72.3%+24.2pp |
| Annual return | 31.66% | 31.23%+0.4pp | 22.74%+8.9pp | 97.91%-66.2pp |
| Employer contribution / active EE | $3,778 | $2,392+57.9% | $4,136-8.7% | $2,405+57.1% |
| Participant deferral / active EE | $4,778 | $4,245+12.6% | $5,506-13.2% | $4,131+15.7% |
| Admin fee / account holder | $331 | $195+69.6% | $10,280-96.8% | $170+95.4% |