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 | $178,410 |
NEPC, LLC2+ years Service code 16 · EIN 26-1429809 | Consulting | $101,381 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,784 |
GILMORE JASION MAHLER, LTD2+ years Service code 10 · EIN 34-1827159 | Accounting | $15,000 |
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 | $61,158 | $80,211-23.8% | $74,183-17.6% | $63,975-4.4% |
| Participation rate | 98.4% | 84.2%+14.2pp | 76.6%+21.8pp | 71.1%+27.3pp |
| Annual return | 8.93% | 14.13%-5.2pp | 17.74%-8.8pp | 48.65%-39.7pp |
| Employer contribution / active EE | $4,490 | $2,553+75.9% | $2,370+89.5% | $2,182+105.8% |
| Participant deferral / active EE | $4,373 | $4,370+0.1% | $3,550+23.2% | $3,356+30.3% |
| Admin fee / account holder | $81 | $67+19.8% | $5,586-98.6% | $70+14.3% |