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 10-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 |
|---|---|---|
MARTIN SCHMIDT1 year Filed as: SCHMIDT, MARTIN Service code 17 635 BENTON ST · PALATINE, IL 60067 | Pension Consulting | $23,563 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $22,006 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $25 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,977 | $78,422+78.5% | $95,952+45.9% | $79,858+75.3% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.1pp |
| Annual return | 8.75% | 19.37%-10.6pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,976 | $1,945+1.6% | $2,541-22.2% | $2,471-20.0% |
| Participant deferral / active EE | $2,867 | $3,440-16.7% | $4,167-31.2% | $3,740-23.3% |
| Admin fee / account holder | $414 | $5,622-92.6% | $6,795-93.9% | $5,306-92.2% |