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) | $297,486 |
MARTIN SCHMIDT4+ years Service code 17 · EIN 59-3107059 | Pension Consulting | $51,469 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 171 N. CLARK ST · CHICAGO, IL 60601 | Accounting | $40,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,910 |
Service code 15 | Recordkeeping | $0 |
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 | $96,671 | $78,852+22.6% | $76,768+25.9% | $75,289+28.4% |
| Participation rate | 96.0% | 85.0%+11.0pp | 77.0%+19.0pp | 72.4%+23.5pp |
| Annual return | -4.50% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.5pp |
| Employer contribution / active EE | $6,146 | $2,794+119.9% | $2,485+147.3% | $2,405+155.5% |
| Participant deferral / active EE | $6,171 | $4,800+28.6% | $3,852+60.2% | $3,739+65.1% |
| Admin fee / account holder | $154 | $79+95.5% | $6,675-97.7% | $102+50.9% |