Filed September 29, 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 9-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 13 · EIN 42-0127290 | Contract Administrator | $87,164 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL Service code 13 · EIN 59-3676225 | Contract Administrator | $65,145 |
MORETON & COMPANY8 years Service code 22 · EIN 87-0218394 | Insurance Broker | $17,912 |
THE COOK GROUP10+ years Service code 34 · EIN 87-0514358 | Valuation (appraisals, etc.); Direct ... | $15,140 |
SALT LAKE CITY CORPORATION2 years Service code 49 · EIN 87-6000279 | Other Services | $7,257 |
Service code 49 · EIN 87-0405034 | Other Services | $6,974 |
DAVID LLOYD, INC.1 year Filed as: DAVID LLOYD, INC. TOTAL Service code 49 · EIN 87-0550417 | Other Services | $6,391 |
Service code 49 · EIN 87-0491862 | Other Services | $5,680 |
HBME LLC6 years Filed as: HBME, LLC Service code 10 · EIN 82-4439676 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,648 | $88,890-2.5% | $102,423-15.4% | $77,643+11.6% |
| Participation rate | 94.5% | 80.9%+13.6pp | 76.5%+18.0pp | 70.6%+24.0pp |
| Annual return | 13.98% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,004 | $2,698+11.4% | $3,023-0.6% | $2,726+10.2% |
| Participant deferral / active EE | $5,875 | $5,145+14.2% | $5,053+16.3% | $4,647+26.4% |
| Admin fee / account holder | $126 | $235-46.5% | $9,451-98.7% | $430-70.7% |