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) | $101,352 |
FINANCIAL SOLUTIONS MIDWEST, LLC5+ years Service code 17 · EIN 68-0632878 | Pension Consulting | $50,676 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $37,014 |
QUALIFIED PLANS, LLC5+ years Filed as: QUALIFIED PLANS LLC Service code 13 | Contract Administrator | $30,361 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN CONSULTING FORT WAYNE Service code 13 | Contract Administrator | $25,975 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1426645 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 41-1670473 | Indirect Investment Fees | $0 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 22-2169185 | 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 | $78,753 | $105,247-25.2% | $87,100-9.6% | $77,787+1.2% |
| Participation rate | 99.7% | 85.8%+13.9pp | 76.9%+22.8pp | 73.2%+26.4pp |
| Annual return | 20.35% | 24.52%-4.2pp | 28.19%-7.8pp | 32.57%-12.2pp |
| Employer contribution / active EE | $3,927 | $2,895+35.7% | $2,521+55.8% | $2,504+56.8% |
| Participant deferral / active EE | $3,657 | $5,060-27.7% | $4,049-9.7% | $3,967-7.8% |
| Admin fee / account holder | $134 | $104+28.2% | $7,497-98.2% | $100+33.9% |