Filed December 29, 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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $61,690 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $48,587 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,877 |
QUALIFIED PLANS, LLC1+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $16,915 |
FINANCIAL SOLUTIONS MIDWEST, LLC1+ years Filed as: FINANCIAL SOLUTIONS MIDWEST Service code 27 · EIN 68-0632878 | Advisory (Plan) | $15,269 |
FINANCIAL SOLUTIONS MIDWEST, LLC1+ years Service code 38 · EIN 68-0632878 | Participant Communication | $10,357 |
FINANCIAL SOLUTIONS MIDWEST, LLC1+ years Filed as: FINANCIAL SOLUTIONS Service code 38 · EIN 68-0632878 | Participant Communication | $2,611 |
FINANCIAL SOLUSTIONS MIDWEST LLC1+ years Service code 23 · EIN 68-0632878 | Insurance services | $2,608 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS Service code 27 · EIN 58-2605083 | Advisory (Plan) | $1,591 |
QUALIFIED PLANS, LLC1+ years Filed as: QUALIFIED PLANS LLC OF PEORIA Service code 13 · EIN 58-2605083 | Contract Administrator | $300 |
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 | $64,603 | $72,770-11.2% | $67,652-4.5% | $55,191+17.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 69.2%+30.8pp |
| Annual return | 3.22% | -3.26%+6.5pp | 6625.04%-6621.8pp | 10.78%-7.6pp |
| Employer contribution / active EE | $3,490 | $1,769+97.2% | $2,266+54.0% | $1,899+83.8% |
| Participant deferral / active EE | $3,381 | $3,408-0.8% | $3,560-5.0% | $3,046+11.0% |
| Admin fee / account holder | $138 | $79+75.4% | $4,821-97.1% | $91+52.3% |