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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $186,662 |
NEPC, LLC1+ years Service code 10 · EIN 26-1429809 | Accounting | $32,132 |
GILMORE JASION MAHLER, LTD1+ years Service code 10 · EIN 34-1827159 | Accounting | $16,800 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,936 |
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 | $50,072 | $71,957-30.4% | $67,652-26.0% | $59,188-15.4% |
| Participation rate | 98.6% | 82.7%+16.0pp | 75.7%+23.0pp | 69.4%+29.2pp |
| Annual return | 0.41% | 8.53%-8.1pp | 6625.04%-6624.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $3,514 | $2,432+44.5% | $2,266+55.1% | $2,098+67.5% |
| Participant deferral / active EE | $3,888 | $4,211-7.7% | $3,560+9.2% | $3,265+19.1% |
| Admin fee / account holder | $59 | $64-8.7% | $4,821-98.8% | $92-36.5% |