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 | $337,234 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $85,272 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,540 |
GILMORE JASION MAHLER, LTD6+ years Service code 10 · EIN 34-1827159 | Accounting | $63,000 |
ADP BROKER-DEALER2 years Filed as: AUTOMATIC DATA PROCESSING Service code 49 · EIN 22-1467904 | Other Services | $8,450 |
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 | $90,092 | $176,491-49.0% | $95,952-6.1% | $90,288-0.2% |
| Participation rate | 92.4% | 86.6%+5.8pp | 77.1%+15.3pp | 73.4%+19.0pp |
| Annual return | 23.18% | 20.14%+3.0pp | 91.61%-68.4pp | 53.97%-30.8pp |
| Employer contribution / active EE | $3,316 | $2,789+18.9% | $2,541+30.5% | $2,524+31.4% |
| Participant deferral / active EE | $4,358 | $5,340-18.4% | $4,167+4.6% | $4,232+3.0% |
| Admin fee / account holder | $129 | $154-16.3% | $6,795-98.1% | $114+13.1% |