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 BANK3+ years Filed as: COMERICA SECURITIES Service code 49 · EIN 38-2621207 | Other Services | $45,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,587 |
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 | $93,785 | $88,730+5.7% | $82,313+13.9% | $77,958+20.3% |
| Participation rate | 99.0% | 84.5%+14.5pp | 76.9%+22.1pp | 71.6%+27.3pp |
| Annual return | 18.17% | 20.88%-2.7pp | 25.88%-7.7pp | 20.87%-2.7pp |
| Employer contribution / active EE | $3,561 | $2,758+29.1% | $2,428+46.6% | $2,310+54.1% |
| Participant deferral / active EE | $5,268 | $4,634+13.7% | $3,706+42.1% | $3,537+49.0% |
| Admin fee / account holder | $31 | $74-57.6% | $5,608-99.4% | $97-67.8% |