Filed February 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 |
|---|---|---|
Filed as: LEVEL FOUR ADVISORY SERVICES LLC Service code 27 · EIN 11-3738689 | Advisory (Plan) | $60,748 |
BANYAN PARTNERS LLC2+ years Service code 27 · EIN 51-0592303 | Advisory (Plan) | $22,336 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $18,375 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $1,774 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,864 | $107,378+18.1% | $108,579+16.8% | $57,658+120.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 4.32% | 12.80%-8.5pp | -51.70%+56.0pp | 5.13%-0.8pp |
| Employer contribution / active EE | $3,151 | $1,782+76.9% | $3,758-16.2% | $1,974+59.6% |
| Participant deferral / active EE | $5,688 | $3,221+76.6% | $4,311+31.9% | $3,061+85.8% |
| Admin fee / account holder | $155 | $108+42.6% | $7,645-98.0% | $95+63.7% |