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 | $194,709 |
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $50,427 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,096 |
GILMORE JASION MAHLER, LTD3+ years Service code 10 · EIN 34-1827159 | Accounting | $15,000 |
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 | $77,601 | $88,730-12.5% | $82,313-5.7% | $77,958-0.5% |
| Participation rate | 98.7% | 84.5%+14.2pp | 76.9%+21.8pp | 71.6%+27.1pp |
| Annual return | 18.98% | 20.88%-1.9pp | 25.88%-6.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $4,283 | $2,758+55.3% | $2,428+76.4% | $2,310+85.4% |
| Participant deferral / active EE | $5,058 | $4,634+9.1% | $3,706+36.5% | $3,537+43.0% |
| Admin fee / account holder | $77 | $74+4.0% | $5,608-98.6% | $97-21.0% |