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 |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $79,690 |
QUALIFIED PLANS, LLC3+ years Filed as: QUALIFIED PLANS LLC OF PEORIA Service code 13 | Contract Administrator | $62,510 |
FINANCIAL SOLUTIONS MIDWEST, LLC3+ years Service code 17 · EIN 68-0632878 | Pension Consulting | $39,845 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,060 |
QUALIFIED PLANS, LLC3+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $9,104 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
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 | $74,712 | $88,730-15.8% | $82,313-9.2% | $77,958-4.2% |
| Participation rate | 99.7% | 84.5%+15.2pp | 76.9%+22.8pp | 71.6%+28.1pp |
| Annual return | 16.54% | 20.88%-4.3pp | 25.88%-9.3pp | 20.87%-4.3pp |
| Employer contribution / active EE | $3,581 | $2,758+29.8% | $2,428+47.5% | $2,310+55.0% |
| Participant deferral / active EE | $3,395 | $4,634-26.7% | $3,706-8.4% | $3,537-4.0% |
| Admin fee / account holder | $132 | $74+78.5% | $5,608-97.6% | $97+35.6% |