Filed October 16, 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 8-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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $205,998 |
MARTIN SCHMIDT1+ years Service code 17 · EIN 59-3107059 | Pension Consulting | $55,250 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $35,733 |
DMJ DESIGN & ADVERTISING LTD1+ years Service code 17 · EIN 20-8121927 | Pension Consulting | $2,636 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPM SECURITIES LLC Service code 33 · EIN 13-4110995 | Shareholder servicing fees; Direct pa... | $400 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN SECURITIES LLC Service code 59 | Shareholder Servicing | $0 |
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 | $50,208 | $71,957-30.2% | $67,652-25.8% | $59,188-15.2% |
| Participation rate | 96.9% | 82.7%+14.2pp | 75.7%+21.2pp | 69.4%+27.5pp |
| Annual return | 0.58% | 8.53%-7.9pp | 6625.04%-6624.5pp | 5.51%-4.9pp |
| Employer contribution / active EE | $2,279 | $2,432-6.3% | $2,266+0.6% | $2,098+8.6% |
| Participant deferral / active EE | $2,658 | $4,211-36.9% | $3,560-25.3% | $3,265-18.6% |
| Admin fee / account holder | $98 | $64+52.4% | $4,821-98.0% | $92+6.0% |