Filed December 23, 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 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 |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $32,654 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $1,140 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,625 | $79,428+44.3% | $106,548+7.6% | $79,386+44.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 11.62% | 18.27%-6.6pp | 26.80%-15.2pp | 116.85%-105.2pp |
| Employer contribution / active EE | $2,674 | $2,234+19.7% | $2,819-5.1% | $2,427+10.1% |
| Participant deferral / active EE | $5,489 | $3,823+43.6% | $4,398+24.8% | $4,046+35.7% |
| Admin fee / account holder | $6 | $523-98.8% | $7,407-99.9% | $626-99.0% |