Filed December 30, 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 12 · EIN 13-3689044 | Participant loan processing; Sharehol... | $103,631 |
Filed as: GREENBERG, ROSEENBLATT, KULL & BITS Service code 10 · EIN 04-2687094 | Accounting | $41,183 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,174 | $85,135+69.3% | $98,907+45.8% | $73,409+96.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 17.02% | 19.14%-2.1pp | 196.43%-179.4pp | 59.29%-42.3pp |
| Employer contribution / active EE | $3,103 | $2,721+14.1% | $2,689+15.4% | $2,234+38.9% |
| Participant deferral / active EE | $6,187 | $4,349+42.3% | $4,244+45.8% | $3,805+62.6% |
| Admin fee / account holder | $111 | $139-20.1% | $6,642-98.3% | $158-29.5% |