Filed May 7, 1997
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 |
|---|---|---|
TOSCANO, GREGORY T.2+ years Filed as: TOSCANO, GREGORY Service code 49 | Other Services | $12,628 |
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: GREGORY TOSCANO Service code 49 · EIN 47-7908189 302 W SUPERIOR STREET · DULUTH, MN 558025120 | Other Services | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATED INCORPORATED Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,300 | $46,732+3.4% | $156,549-69.1% | $55,167-12.4% |
| Participation rate | 58.4% | 65.8%-7.4pp | 84.0%-25.6pp | 69.0%-10.6pp |
| Annual return | 6.73% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $283 | $2,105-86.5% | $5,501-94.9% | $1,963-85.6% |
| Participant deferral / active EE | $1,332 | $2,204-39.6% | $4,871-72.7% | $3,054-56.4% |
| Admin fee / account holder | $58 | $418-86.2% | $13,027-99.6% | $504-88.5% |