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 | $31,159 |
OCONNOR DAVIES,3 years Service code 15 · EIN 27-1728945 | Recordkeeping | $20,600 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 37 · EIN 13-3036745 | Loan Processing | $1,805 |
ADP BROKER-DEALER10+ 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 | $107,525 | $78,485+37.0% | $106,213+1.2% | $74,495+44.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 11.28% | 15.95%-4.7pp | 116.14%-104.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $3,436 | $2,523+36.2% | $3,171+8.3% | $2,623+31.0% |
| Participant deferral / active EE | $6,849 | $4,322+58.5% | $5,016+36.5% | $4,346+57.6% |
| Admin fee / account holder | $95 | $2,232-95.8% | $11,033-99.1% | $1,942-95.1% |