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 | $27,413 |
OCONNOR DAVIES,2 years Service code 15 · EIN 27-1728945 | Recordkeeping | $15,400 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $950 |
ADP BROKER-DEALER9+ 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 | $100,484 | $71,516+40.5% | $98,439+2.1% | $71,457+40.6% |
| Participation rate | 97.6% | 72.7%+24.9pp | 75.2%+22.4pp | 67.9%+29.6pp |
| Annual return | 13.83% | 32.41%-18.6pp | 21.16%-7.3pp | 28.85%-15.0pp |
| Employer contribution / active EE | $3,210 | $2,399+33.8% | $3,048+5.3% | $2,588+24.0% |
| Participant deferral / active EE | $6,214 | $4,109+51.2% | $4,738+31.1% | $4,289+44.9% |
| Admin fee / account holder | $59 | $1,675-96.5% | $8,948-99.3% | $1,587-96.3% |