Filed June 25, 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 |
|---|---|---|
CORECAP INVESTMENTS INC1 year Service code 55 27777 FRANKLIN RD STE 700 · SOUTHFIELD, MI 48034 | Other Commissions | $100,654 |
Service code 17 · EIN 38-3220894 | Pension Consulting | $41,747 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,461 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $12,716 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $101 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,869 | $90,410-69.2% | $91,001-69.4% | $77,958-64.3% |
| Participation rate | 94.7% | 86.4%+8.3pp | 75.6%+19.1pp | 71.6%+23.1pp |
| Annual return | 14.62% | 21.34%-6.7pp | 4.60%+10.0pp | 20.87%-6.2pp |
| Employer contribution / active EE | $649 | $3,392-80.9% | $2,456-73.6% | $2,310-71.9% |
| Participant deferral / active EE | $2,454 | $4,816-49.0% | $3,547-30.8% | $3,537-30.6% |
| Admin fee / account holder | $54 | $79-31.6% | $5,417-99.0% | $97-44.6% |