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 ASSET GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $246,407 |
GRANT THORNTON LLP1 year Service code 10 171 N. CLARK ST. · CHICAGO, IL 60601 | Accounting | $50,517 |
MARTIN SCHMIDT3+ years Service code 17 · EIN 59-3107059 | Pension Consulting | $46,844 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,370 |
Service code 15 | Recordkeeping | $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 | $67,557 | $88,730-23.9% | $82,313-17.9% | $77,958-13.3% |
| Participation rate | 96.5% | 84.5%+11.9pp | 76.9%+19.6pp | 71.6%+24.8pp |
| Annual return | 24.08% | 20.88%+3.2pp | 25.88%-1.8pp | 20.87%+3.2pp |
| Employer contribution / active EE | $3,249 | $2,758+17.8% | $2,428+33.8% | $2,310+40.6% |
| Participant deferral / active EE | $3,166 | $4,634-31.7% | $3,706-14.6% | $3,537-10.5% |
| Admin fee / account holder | $112 | $74+51.5% | $5,608-98.0% | $97+15.1% |