Filed July 20, 2010 (most recent of 5 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 SECURITIES Service code 49 · EIN 38-2621207 | Other Services | $77,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,059 |
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 | $73,898 | $71,957+2.7% | $67,652+9.2% | $59,188+24.9% |
| Participation rate | 99.1% | 82.7%+16.4pp | 75.7%+23.4pp | 69.4%+29.7pp |
| Annual return | 0.41% | 8.53%-8.1pp | 6625.04%-6624.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $3,472 | $2,432+42.8% | $2,266+53.2% | $2,098+65.5% |
| Participant deferral / active EE | $5,014 | $4,211+19.1% | $3,560+40.9% | $3,265+53.6% |
| Admin fee / account holder | $44 | $64-32.1% | $4,821-99.1% | $92-52.7% |