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 | $303,776 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,101 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $85,000 |
GILMORE JASION MAHLER, LTD7+ years Service code 10 · EIN 34-1827159 | Accounting | $23,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,347 | $144,996-28.0% | $111,297-6.2% | $93,030+12.2% |
| Participation rate | 96.0% | 86.2%+9.8pp | 77.3%+18.7pp | 73.9%+22.1pp |
| Annual return | 14.84% | 18.26%-3.4pp | 54.65%-39.8pp | 158.70%-143.9pp |
| Employer contribution / active EE | $3,723 | $3,056+21.8% | $2,731+36.3% | $2,706+37.6% |
| Participant deferral / active EE | $5,267 | $5,587-5.7% | $4,487+17.4% | $4,562+15.4% |
| Admin fee / account holder | $119 | $103+15.3% | $7,964-98.5% | $152-21.4% |