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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $196,028 |
COMERICA BANK2 years Filed as: COMERICA SECURITIES, INC Service code 27 · EIN 38-2621207 | Advisory (Plan) | $44,793 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,301 | $176,491-29.0% | $95,952+30.6% | $90,288+38.8% |
| Participation rate | 99.4% | 86.6%+12.8pp | 77.1%+22.3pp | 73.4%+26.0pp |
| Annual return | 15.86% | 20.14%-4.3pp | 91.61%-75.8pp | 53.97%-38.1pp |
| Employer contribution / active EE | $3,781 | $2,789+35.6% | $2,541+48.8% | $2,524+49.8% |
| Participant deferral / active EE | $6,226 | $5,340+16.6% | $4,167+49.4% | $4,232+47.1% |
| Admin fee / account holder | $167 | $154+8.6% | $6,795-97.5% | $114+46.6% |