Filed February 25, 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 |
|---|---|---|
WILLIAM BLAIR4+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $105,636 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,602 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,793 | $65,118-51.2% | $76,768-58.6% | $55,725-42.9% |
| Participation rate | 93.5% | 79.6%+13.8pp | 77.0%+16.5pp | 70.9%+22.6pp |
| Annual return | -6.72% | -1.27%-5.5pp | 2.43%-9.2pp | 244.93%-251.7pp |
| Employer contribution / active EE | $931 | $1,941-52.0% | $2,485-62.5% | $2,078-55.2% |
| Participant deferral / active EE | $2,829 | $3,688-23.3% | $3,852-26.5% | $3,356-15.7% |
| Admin fee / account holder | $149 | $116+28.9% | $6,675-97.8% | $115+29.7% |