Filed September 30, 1993
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $110,505 |
MERCER6 years Filed as: MERCER INVESTMENT LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $65,363 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,511 |
Filed as: MIDWEST SERIES OF LOCKTON COMPANIE Service code 49 · EIN 20-5846369 | Other Services | $47,850 |
WIPFLI LLP6 years Service code 10 · EIN 39-0758449 | Accounting | $26,045 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,011 | $128,899+24.1% | $113,168+41.4% | $102,872+55.5% |
| Participation rate | 98.7% | 87.0%+11.7pp | 76.6%+22.2pp | 73.0%+25.7pp |
| Annual return | 15.63% | 15.88%-0.2pp | 24.27%-8.6pp | 19.06%-3.4pp |
| Employer contribution / active EE | $3,568 | $3,713-3.9% | $2,975+19.9% | $3,526+1.2% |
| Participant deferral / active EE | $7,991 | $6,787+17.7% | $5,107+56.5% | $5,535+44.4% |
| Admin fee / account holder | $138 | $129+7.0% | $12,068-98.9% | $292-52.6% |