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 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $184,717 |
UBS FINANCIAL SERVICES INC5 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $156,828 |
FISCHER DORWART, P.C.4 years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 11 TURNER LANE · WEST CHESTER, PA 19380 | Accounting | $19,600 |
BALLARD SPAHR LLP3 years Service code 29 1735 MARKET STREET 51ST FLOOR · PHILADELPHIA, PA 191037599 | Legal | $6,148 |
QDRO CONSULTANTS COMPANY, LLC6+ years Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,208 | $100,801-30.4% | $149,696-53.1% | $73,409-4.4% |
| Participation rate | 86.6% | 77.7%+8.9pp | 82.5%+4.1pp | 72.2%+14.4pp |
| Annual return | 20.98% | 265.34%-244.4pp | 276.60%-255.6pp | 59.29%-38.3pp |
| Employer contribution / active EE | $463 | $3,312-86.0% | $4,644-90.0% | $2,234-79.3% |
| Participant deferral / active EE | $7,943 | $6,404+24.0% | $6,842+16.1% | $3,805+108.7% |
| Admin fee / account holder | $96 | $181-46.9% | $9,309-99.0% | $158-39.2% |