Filed February 24, 1998
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 |
|---|---|---|
HIGHTOWER ADVISORS LLC2 years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $9,322 |
Service code 49 · EIN 04-1590850 | Other Services | $2,917 |
AB FUNDS2 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
HARRIS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
NATIXIS FUNDS2 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,437 | $58,083+4.1% | $80,019-24.5% | $56,287+7.4% |
| Participation rate | 91.0% | 73.6%+17.4pp | 75.8%+15.2pp | 69.9%+21.1pp |
| Annual return | -5.14% | 34.61%-39.8pp | 11.22%-16.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,186 | $1,932-38.6% | $2,468-52.0% | $2,111-43.8% |
| Participant deferral / active EE | $4,406 | $3,135+40.5% | $3,686+19.5% | $3,350+31.5% |
| Admin fee / account holder | $23 | $623-96.3% | $6,521-99.6% | $521-95.6% |