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 |
|---|---|---|
LEVEL FOUR ADVISORY SERVICES3 years Filed as: LEVEL FOUR ADVISORY SERVICES LLC Service code 27 · EIN 11-3738689 | Advisory (Plan) | $90,783 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $19,624 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $5,375 |
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 | $125,657 | $62,267+101.8% | $110,238+14.0% | $55,725+125.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -4.35% | -1.07%-3.3pp | 314.74%-319.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,908 | $1,941+101.3% | $3,826+2.1% | $2,078+88.1% |
| Participant deferral / active EE | $6,016 | $3,516+71.1% | $4,672+28.8% | $3,356+79.3% |
| Admin fee / account holder | $144 | $121+19.0% | $8,547-98.3% | $115+24.9% |