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 | $37,268 |
OCONNOR DAVIES,1 year Service code 15 · EIN 27-1728945 | Recordkeeping | $7,500 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $1,140 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $89,059 | $72,607+22.7% | $90,749-1.9% | $66,914+33.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -14.27% | -12.28%-2.0pp | -12.16%-2.1pp | 1.58%-15.9pp |
| Employer contribution / active EE | $3,043 | $2,369+28.5% | $2,921+4.2% | $2,544+19.6% |
| Participant deferral / active EE | $5,906 | $3,977+48.5% | $4,564+29.4% | $4,237+39.4% |
| Admin fee / account holder | $69 | $707-90.3% | $8,445-99.2% | $593-88.4% |