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 |
|---|---|---|
QUALIFIED PLANS, LLC2+ years Service code 13 · EIN 58-2605083 | Contract Administrator | $9,957 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,245 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $3,705 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 27 · EIN 47-1566880 | Advisory (Plan) | $2,332 |
FINANCIAL SOLUTIONS MIDWEST, LLC2+ years Service code 38 · EIN 68-0632878 | Participant Communication | $2,310 |
Filed as: KESTRA INVESMENT SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $666 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $641 |
FINANCIAL SOLUTIONS MIDWEST, LLC2+ years Filed as: FINANCIAL SOLUTIONS MIDWEST Service code 38 · EIN 68-0632878 | Participant Communication | $635 |
FINANCIAL SOLUTIONS MIDWEST, LLC2+ years Filed as: FINANCIAL SOLUTIONS Service code 38 · EIN 68-0632878 | Participant Communication | $608 |
Filed as: FINANCIAL SOLUTIONS MIDWEST LL Service code 38 · EIN 68-0632878 | Participant Communication | $313 |
Employer contribution per participant 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 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 | $22,595 | $63,905-64.6% | $74,183-69.5% | $57,658-60.8% |
| Participation rate | 98.8% | 79.8%+19.1pp | 76.6%+22.2pp | 70.2%+28.6pp |
| Annual return | 6.62% | 60.60%-54.0pp | 17.74%-11.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $60 | $1,840-96.8% | $2,370-97.5% | $1,974-97.0% |
| Participant deferral / active EE | $1,870 | $3,448-45.8% | $3,550-47.3% | $3,061-38.9% |
| Admin fee / account holder | $62 | $91-31.8% | $5,586-98.9% | $95-34.3% |