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 BANK4+ years Filed as: COMERICA SECURITIES Service code 49 · EIN 38-2621207 | Other Services | $45,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,403 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,413 | $78,852+14.7% | $76,768+17.8% | $75,289+20.1% |
| Participation rate | 99.5% | 85.0%+14.5pp | 77.0%+22.5pp | 72.4%+27.0pp |
| Annual return | -5.62% | -1.29%-4.3pp | 2.43%-8.0pp | -0.04%-5.6pp |
| Employer contribution / active EE | $3,688 | $2,794+32.0% | $2,485+48.4% | $2,405+53.4% |
| Participant deferral / active EE | $5,680 | $4,800+18.3% | $3,852+47.5% | $3,739+51.9% |
| Admin fee / account holder | $20 | $79-74.2% | $6,675-99.7% | $102-80.1% |