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 | $358,971 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $76,928 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,931 |
NEPC, LLC4+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $29,045 |
GILMORE JASION MAHLER, LTD4+ 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 | $73,404 | $78,852-6.9% | $76,768-4.4% | $75,289-2.5% |
| Participation rate | 99.5% | 85.0%+14.6pp | 77.0%+22.6pp | 72.4%+27.1pp |
| Annual return | -4.58% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.5pp |
| Employer contribution / active EE | $4,212 | $2,794+50.7% | $2,485+69.5% | $2,405+75.1% |
| Participant deferral / active EE | $5,285 | $4,800+10.1% | $3,852+37.2% | $3,739+41.4% |
| Admin fee / account holder | $136 | $79+71.8% | $6,675-98.0% | $102+32.6% |