Filed July 20, 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 |
|---|---|---|
SUNDVOLD FINANCIAL1+ years Service code 16 · EIN 43-1823054 | Consulting | $84,722 |
FIRST MERCANTILE TRUST COMPANY1+ years Service code 12 · EIN 62-0951563 | Claims processing; Direct payment fro... | $69,968 |
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 | $102,018 | $70,667+44.4% | $123,104-17.1% | $52,331+95.0% |
| Participation rate | 97.5% | 83.7%+13.8pp | 86.8%+10.7pp | 68.1%+29.4pp |
| Annual return | 0.16% | 6.23%-6.1pp | 13.22%-13.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $5,002 | $2,946+69.8% | $5,151-2.9% | $1,882+165.8% |
| Participant deferral / active EE | $4,580 | $4,493+2.0% | $6,230-26.5% | $3,022+51.6% |
| Admin fee / account holder | $9 | $506-98.3% | $9,015-99.9% | $592-98.5% |