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 | $273,523 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $116,330 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $63,750 |
GILMORE JASION MAHLER, LTD9+ years Service code 10 · EIN 34-1827159 | Accounting | $7,500 |
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 | $100,740 | $104,697-3.8% | $96,544+4.3% | $80,160+25.7% |
| Participation rate | 96.5% | 86.4%+10.1pp | 76.0%+20.6pp | 72.9%+23.6pp |
| Annual return | 19.27% | 21.78%-2.5pp | 25.84%-6.6pp | 40.38%-21.1pp |
| Employer contribution / active EE | $4,069 | $3,536+15.1% | $2,965+37.3% | $2,978+36.7% |
| Participant deferral / active EE | $5,383 | $6,188-13.0% | $4,851+11.0% | $5,017+7.3% |
| Admin fee / account holder | $112 | $107+5.2% | $8,252-98.6% | $145-22.5% |