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 | $496,970 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $79,190 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,961 |
GILMORE JASION MAHLER, LTD5+ years Service code 10 · EIN 34-1827159 | Accounting | $15,000 |
ADP BROKER-DEALER1 year Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $10,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,452 | $105,247-21.7% | $87,100-5.3% | $77,787+6.0% |
| Participation rate | 97.1% | 85.8%+11.3pp | 76.9%+20.2pp | 73.2%+23.9pp |
| Annual return | 24.62% | 24.52%+0.1pp | 28.19%-3.6pp | 32.57%-8.0pp |
| Employer contribution / active EE | $3,972 | $2,895+37.2% | $2,521+57.5% | $2,504+58.6% |
| Participant deferral / active EE | $5,012 | $5,060-0.9% | $4,049+23.8% | $3,967+26.3% |
| Admin fee / account holder | $164 | $104+57.3% | $7,497-97.8% | $100+64.2% |