Filed July 20, 1994
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 4-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 |
|---|---|---|
SIDLEY AUSTIN LLP1 year Service code 29 · EIN 36-4474078 | Legal | $126,256 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,957 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,115 |
Service code 10 · EIN 25-1408703 | Accounting | $11,012 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,631 | $89,588-2.2% | $136,007-35.6% | $77,643+12.9% |
| Participation rate | 85.7% | 74.3%+11.5pp | 76.5%+9.3pp | 70.6%+15.2pp |
| Annual return | 17.40% | 17.42%0pp | 579.32%-561.9pp | 31.24%-13.8pp |
| Employer contribution / active EE | $4,140 | $3,491+18.6% | $4,217-1.8% | $2,726+51.9% |
| Participant deferral / active EE | $5,223 | $5,591-6.6% | $7,025-25.6% | $4,647+12.4% |
| Admin fee / account holder | $440 | $539-18.4% | $6,858-93.6% | $430+2.2% |