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 | Recordkeeping and information managem... | $72,873 |
Service code 10 · EIN 04-2687094 | Accounting | $38,500 |
NATIONAL FINANCIAL SERVICES9+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,186 | $84,784+64.2% | $98,439+41.4% | $74,419+87.0% |
| Participation rate | 98.4% | 81.5%+16.9pp | 75.2%+23.2pp | 70.7%+27.7pp |
| Annual return | 15.95% | 20.59%-4.6pp | 21.16%-5.2pp | 34.38%-18.4pp |
| Employer contribution / active EE | $3,494 | $3,364+3.9% | $3,048+14.6% | $2,637+32.5% |
| Participant deferral / active EE | $6,680 | $5,218+28.0% | $4,738+41.0% | $4,528+47.5% |
| Admin fee / account holder | $88 | $204-57.1% | $8,948-99.0% | $348-74.8% |