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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $186,049 |
COMERICA BANK3 years Filed as: COMERICA SECURITIES, INC Service code 27 · EIN 38-2621207 | Advisory (Plan) | $26,136 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $18,709 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,227 | $144,996+2.9% | $111,297+34.1% | $93,030+60.4% |
| Participation rate | 99.3% | 86.2%+13.1pp | 77.3%+22.0pp | 73.9%+25.4pp |
| Annual return | 20.22% | 18.26%+2.0pp | 54.65%-34.4pp | 158.70%-138.5pp |
| Employer contribution / active EE | $3,047 | $3,056-0.3% | $2,731+11.6% | $2,706+12.6% |
| Participant deferral / active EE | $6,922 | $5,587+23.9% | $4,487+54.3% | $4,562+51.7% |
| Admin fee / account holder | $160 | $103+54.5% | $7,964-98.0% | $152+5.4% |