Filed September 28, 1992
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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $275,713 |
UBS FINANCIAL SERVICES INC3 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $222,583 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $18,500 |
BALLARD SPAHR LLP1 year Service code 29 1735 MARKET STREET 51ST FLOOR · PHILADELPHIA, PA 191037599 | Legal | $1,931 |
QDRO CONSULTANTS COMPANY, LLC4+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $37,318 | $88,874-58.0% | $123,544-69.8% | $75,289-50.4% |
| Participation rate | 75.4% | 75.9%-0.4pp | 82.3%-6.8pp | 72.4%+3.0pp |
| Annual return | -2.64% | 4.22%-6.9pp | 119.20%-121.8pp | -0.04%-2.6pp |
| Employer contribution / active EE | $1,654 | $3,256-49.2% | $4,628-64.3% | $2,405-31.2% |
| Participant deferral / active EE | $15,539 | $6,174+151.7% | $6,426+141.8% | $3,739+315.6% |
| Admin fee / account holder | $74 | $95-21.3% | $9,284-99.2% | $102-27.3% |