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 LLC4 years Service code 27 · EIN 36-4500709 | Advisory (Plan) | $10,304 |
Service code 49 · EIN 04-1590850 | Other Services | $3,375 |
AB FUNDS4 years Service code 52 · EIN 13-2625045 | Indirect Investment Fees | $0 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS4 years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
JANUS HENDERSON4 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
LEGG MASON2 years Service code 52 · EIN 13-4146187 | 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 | $66,121 | $70,908-6.8% | $98,907-33.1% | $73,488-10.0% |
| Participation rate | 72.8% | 73.8%-1.0pp | 76.0%-3.2pp | 70.7%+2.1pp |
| Annual return | 17.51% | 34.17%-16.7pp | 196.43%-178.9pp | 28.51%-11.0pp |
| Employer contribution / active EE | $978 | $2,036-52.0% | $2,689-63.6% | $2,270-56.9% |
| Participant deferral / active EE | $3,246 | $3,500-7.3% | $4,244-23.5% | $3,740-13.2% |
| Admin fee / account holder | $21 | $535-96.2% | $6,642-99.7% | $513-96.0% |