Filed December 29, 1993 (most recent of 2 filings on file)
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 |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $306,500 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $64,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 84-4519624 | Advisory (Plan) | $52,500 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $30,694 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $17,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,871 | $115,744+96.9% | $100,391+127.0% | $199,593+14.2% |
| Participation rate | 92.2% | 85.7%+6.5pp | 81.5%+10.7pp | 72.0%+20.2pp |
| Annual return | 12.94% | 17.79%-4.8pp | 49.20%-36.3pp | 34.25%-21.3pp |
| Employer contribution / active EE | $3,831 | $3,657+4.8% | $3,942-2.8% | $3,034+26.3% |
| Participant deferral / active EE | $6,088 | $9,844-38.2% | $8,082-24.7% | $5,087+19.7% |
| Admin fee / account holder | $97 | $93+4.8% | $7,899-98.8% | $269-63.8% |