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) | $290,968 |
MARTIN SCHMIDT1 year Filed as: SCHMIDT,MARTIN Service code 17 · EIN 59-3107059 | Pension Consulting | $54,250 |
GRANT THORNTON LLP3 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $36,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $7,565 |
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 | $89,589 | $105,247-14.9% | $87,100+2.9% | $77,787+15.2% |
| Participation rate | 95.2% | 85.8%+9.4pp | 76.9%+18.3pp | 73.2%+22.0pp |
| Annual return | 21.58% | 24.52%-2.9pp | 28.19%-6.6pp | 32.57%-11.0pp |
| Employer contribution / active EE | $4,178 | $2,895+44.3% | $2,521+65.7% | $2,504+66.8% |
| Participant deferral / active EE | $4,567 | $5,060-9.7% | $4,049+12.8% | $3,967+15.1% |
| Admin fee / account holder | $172 | $104+64.6% | $7,497-97.7% | $100+71.8% |