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 | $256,349 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100,943 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $85,000 |
SEE ATTACHED1 year Filed as: SEE ATTACHMENT/DESCRIPTION Service code 10 · EIN 34-1827159 | Accounting | $20,000 |
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 | $85,236 | $130,141-34.5% | $86,677-1.7% | $77,904+9.4% |
| Participation rate | 96.6% | 85.9%+10.6pp | 76.6%+20.0pp | 73.7%+22.9pp |
| Annual return | -16.43% | -12.75%-3.7pp | 35.91%-52.3pp | 12.21%-28.6pp |
| Employer contribution / active EE | $3,663 | $3,220+13.7% | $2,836+29.1% | $2,848+28.6% |
| Participant deferral / active EE | $5,186 | $5,757-9.9% | $4,656+11.4% | $4,806+7.9% |
| Admin fee / account holder | $113 | $132-14.4% | $7,493-98.5% | $133-14.9% |