Filed November 6, 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 |
|---|---|---|
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $131,670 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $35,419 |
Filed as: PAVILLION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $7,084 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $5,900 |
WITHUMSMITH+BROWN, PC3 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $5,539 |
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 | $74,732 | $56,095+33.2% | $178,490-58.1% | $90,288-17.2% |
| Participation rate | 94.9% | 65.6%+29.4pp | 81.9%+13.0pp | 73.4%+21.6pp |
| Annual return | 16.17% | 28.81%-12.6pp | 151.07%-134.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,221 | $1,572-22.3% | $5,011-75.6% | $2,524-51.6% |
| Participant deferral / active EE | $7,691 | $2,669+188.2% | $5,202+47.9% | $4,232+81.7% |
| Admin fee / account holder | $66 | $101-34.0% | $13,984-99.5% | $114-41.7% |