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) | $272,695 |
GRANT THORNTON LLP4 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $38,000 |
Filed as: MARTIN A SCHMIDT DBA MAS ADVISORS Service code 17 635 S BENTON ST · PALATINE, IL 60067 | Pension Consulting | $32,625 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $15,800 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $250 |
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 | $100,482 | $176,491-43.1% | $95,952+4.7% | $90,288+11.3% |
| Participation rate | 86.8% | 86.6%+0.3pp | 77.1%+9.8pp | 73.4%+13.5pp |
| Annual return | 13.15% | 20.14%-7.0pp | 91.61%-78.5pp | 53.97%-40.8pp |
| Employer contribution / active EE | $2,479 | $2,789-11.1% | $2,541-2.5% | $2,524-1.8% |
| Participant deferral / active EE | $4,245 | $5,340-20.5% | $4,167+1.9% | $4,232+0.3% |
| Admin fee / account holder | $169 | $154+9.9% | $6,795-97.5% | $114+48.4% |