Filed July 9, 1997
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 37 · EIN 04-2647786 | Loan Processing | $499,906 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $137,428 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 16 · EIN 23-0891050 | Consulting | $133,851 |
NEPC, LLC6 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $82,006 |
Service code 16 · EIN 41-0244008 | Consulting | $71,302 |
DONOVAN P.C.1 year Service code 10 · EIN 35-1356555 | Accounting | $18,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 49 · EIN 34-1820650 | Other Services | $6,675 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,435 | $141,850+18.0% | $112,040+49.4% | $118,972+40.7% |
| Participation rate | 92.6% | 92.6%0pp | 76.5%+16.1pp | 78.0%+14.7pp |
| Annual return | 24.03% | 14.13%+9.9pp | 24.52%-0.5pp | 15.19%+8.8pp |
| Employer contribution / active EE | $4,487 | $4,195+7.0% | $2,954+51.9% | $3,776+18.8% |
| Participant deferral / active EE | $8,575 | $6,972+23.0% | $5,098+68.2% | $6,017+42.5% |
| Admin fee / account holder | $71 | $69+2.9% | $12,098-99.4% | $127-43.7% |