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 |
|---|---|---|
Filed as: MARTIN A SCHMIDT DBA MAS ADVISORS Service code 17 635 S BENTON ST · PALATINE, IL 60067 | Pension Consulting | $42,781 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $23,504 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,486 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,636 | $86,286+74.6% | $111,297+35.3% | $85,850+75.5% |
| Participation rate | 95.7% | 73.3%+22.3pp | 77.3%+18.3pp | 69.3%+26.3pp |
| Annual return | 11.32% | 19.99%-8.7pp | 54.65%-43.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,489 | $2,043+21.8% | $2,731-8.9% | $2,565-3.0% |
| Participant deferral / active EE | $3,180 | $3,641-12.7% | $4,487-29.1% | $3,952-19.5% |
| Admin fee / account holder | $589 | $8,188-92.8% | $7,964-92.6% | $6,260-90.6% |