Filed April 22, 1996
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 |
|---|---|---|
GWL&A1 year Filed as: GWL&A INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $315,609 |
Filed as: MESIROW FINANCIAL INC. Service code 16 353 N CLARK STREET · CHICAGO, IL 60654 | Consulting | $183,161 |
Service code 37 · EIN 04-2647786 | Loan Processing | $94,860 |
Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 13 6 RHOADS DR, STE 7 · UTICA, NY 13502 | Contract Administrator | $23,966 |
MILLER COOPER & CO LTD1 year Service code 10 · EIN 36-2897372 | Accounting | $18,900 |
Service code 99 1700 E GOLF RD STE 1000 · SCHAUMBURG, IL 60183 | Other Fees | $18,054 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,694 | $40,984-27.5% | $90,951-67.4% | $93,223-68.1% |
| Participation rate | 79.7% | 59.7%+20.0pp | 69.0%+10.7pp | 74.9%+4.8pp |
| Annual return | 14.48% | 17.56%-3.1pp | 134.60%-120.1pp | 19.29%-4.8pp |
| Employer contribution / active EE | $1,139 | $840+35.6% | $2,122-46.3% | $2,680-57.5% |
| Participant deferral / active EE | $2,785 | $1,856+50.1% | $3,373-17.4% | $4,563-39.0% |
| Admin fee / account holder | $63 | $75-16.3% | $5,959-98.9% | $79-20.6% |