Filed February 26, 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 6-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $185,001 |
MERCER4 years Filed as: MERCER INVESTMENT LLC Service code 16 · EIN 13-2834414 | Consulting | $93,830 |
CALVETTI FERGUSON4 years Filed as: CALVETTI FERGUSON, P.C. Service code 10 · EIN 13-4255527 | Accounting | $28,000 |
ESLER & VANDERSCHAAFF CO., L.P.A5+ years Filed as: ESLER & VANDERSCHAAFF CO., L.P.A. Service code 29 · EIN 31-1399107 | Legal | $22,270 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$342,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,990 | $88,480+102.3% | $96,683+85.1% | $80,160+123.3% |
| Participation rate | 50.9% | 79.9%-29.0pp | 74.3%-23.4pp | 72.9%-22.0pp |
| Annual return | 17.35% | 22.53%-5.2pp | 35.69%-18.3pp | 40.38%-23.0pp |
| Employer contribution / active EE | $5,214 | $4,176+24.8% | $3,737+39.5% | $2,978+75.1% |
| Participant deferral / active EE | $5,809 | $3,959+46.8% | $4,878+19.1% | $5,017+15.8% |
| Admin fee / account holder | -$2 | $212-101.1% | $6,730-100.0% | $145-101.5% |