Filed May 25, 1993
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 |
|---|---|---|
FORUM FINANCIAL MANAGEMENT LP6+ years Filed as: FORUM FINANCIAL MANAGEMENT, LLC Service code 26 1900 S. HIGHLAND AVE. · LOMBARD, IL 60148 | Advisory (Participants) | $64,243 |
HOWARD SIMON & ASSOCIATES, INC.6+ years Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $53,556 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Custodial (securities); Custodial (ot... | $7,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,565 | $111,608-69.9% | $177,821-81.1% | $73,409-54.3% |
| Participation rate | 94.6% | 87.9%+6.8pp | 87.7%+6.9pp | 72.2%+22.5pp |
| Annual return | 9.68% | 18.23%-8.6pp | 48.32%-38.6pp | 59.29%-49.6pp |
| Employer contribution / active EE | $2,017 | $3,796-46.9% | $5,918-65.9% | $2,234-9.7% |
| Participant deferral / active EE | $2,859 | $6,199-53.9% | $7,714-62.9% | $3,805-24.9% |
| Admin fee / account holder | $184 | $166+11.3% | $12,427-98.5% | $158+16.7% |