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 |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $330,980 |
UBS FINANCIAL SERVICES INC4 years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $162,741 |
FISCHER DORWART, P.C.3 years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $19,100 |
BALLARD SPAHR LLP2 years Service code 29 1735 MARKET STREET 51ST FLOOR · PHILADELPHIA, PA 191037599 | Legal | $5,550 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $60,039 | $88,122-31.9% | $141,162-57.5% | $67,579-11.2% |
| Participation rate | 81.1% | 76.5%+4.7pp | 82.5%-1.4pp | 71.3%+9.8pp |
| Annual return | 20.46% | 75.40%-54.9pp | 71.39%-50.9pp | 378.56%-358.1pp |
| Employer contribution / active EE | $1,211 | $3,224-62.5% | $4,735-74.4% | $2,148-43.6% |
| Participant deferral / active EE | $7,149 | $5,958+20.0% | $6,709+6.6% | $3,539+102.0% |
| Admin fee / account holder | $126 | $131-3.5% | $10,261-98.8% | $142-11.3% |