Filed April 28, 1995
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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $134,375 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $27,300 |
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $18,288 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-6918880 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS3 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
THE HARTFORD3 years Service code 52 · EIN 22-2937447 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Filed as: VOYA FUNDS Service code 52 · EIN 95-4516049 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,791 | $74,347+47.7% | $93,606+17.3% | $67,579+62.5% |
| Participation rate | 94.9% | 80.6%+14.3pp | 75.8%+19.1pp | 71.3%+23.6pp |
| Annual return | 15.57% | 28.07%-12.5pp | 32.76%-17.2pp | 378.56%-363.0pp |
| Employer contribution / active EE | $4,031 | $2,583+56.0% | $2,718+48.3% | $2,148+87.7% |
| Participant deferral / active EE | $5,581 | $4,060+37.5% | $4,069+37.2% | $3,539+57.7% |
| Admin fee / account holder | $145 | $123+18.3% | $7,888-98.2% | $142+2.0% |