Filed December 23, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $229,949 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,466 |
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $85,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $55,125 |
JACKSON LEWIS P.C.1 year Service code 16 · EIN 46-3862389 | Consulting | $13,443 |
ALLIED PRINTING COMPANY1 year Filed as: ALLIED PRINTING CO., INC. Service code 49 · EIN 38-1413441 | Other Services | $8,320 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,445 | $110,299+1.9% | $102,423+9.8% | $199,593-43.7% |
| Participation rate | 95.8% | 86.3%+9.6pp | 76.5%+19.4pp | 72.0%+23.9pp |
| Annual return | 14.34% | 35.73%-21.4pp | 29.32%-15.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $4,269 | $3,603+18.5% | $3,023+41.2% | $3,034+40.7% |
| Participant deferral / active EE | $5,777 | $6,376-9.4% | $5,053+14.3% | $5,087+13.6% |
| Admin fee / account holder | $131 | $122+7.3% | $9,451-98.6% | $269-51.2% |