Filed August 14, 1995
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 |
|---|---|---|
SENIOR OPERATIONS LLC1 year Filed as: SENIOR US HOLDINGS INC DBA SENIOR O Service code 99 300 E DEVON AVE · BARTLETT, IL 60103 | Other Fees | $72,229 |
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 | $98,769 | $130,141-24.1% | $86,677+14.0% | $77,904+26.8% |
| Participation rate | 90.2% | 85.9%+4.3pp | 76.6%+13.6pp | 73.7%+16.5pp |
| Annual return | -15.74% | -12.75%-3.0pp | 35.91%-51.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,876 | $3,220-10.7% | $2,836+1.4% | $2,848+1.0% |
| Participant deferral / active EE | $4,732 | $5,757-17.8% | $4,656+1.6% | $4,806-1.5% |
| Admin fee / account holder | $30 | $132-77.2% | $7,493-99.6% | $133-77.4% |