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 | Shareholder servicing fees; Claims pr... | $152,023 |
Service code 10 · EIN 04-2687094 | Accounting | $43,811 |
NATIONAL FINANCIAL SERVICES8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,924 | $136,266-4.7% | $90,749+43.2% | $77,904+66.8% |
| Participation rate | 98.8% | 86.6%+12.2pp | 75.7%+23.1pp | 73.7%+25.1pp |
| Annual return | -16.69% | -11.32%-5.4pp | -12.16%-4.5pp | 12.21%-28.9pp |
| Employer contribution / active EE | $3,254 | $4,215-22.8% | $2,921+11.4% | $2,848+14.3% |
| Participant deferral / active EE | $6,546 | $6,353+3.0% | $4,564+43.4% | $4,806+36.2% |
| Admin fee / account holder | $154 | $399-61.4% | $8,445-98.2% | $133+16.3% |