Filed April 29, 1996 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $43,058 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $41,729 |
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 | $78,036 | $79,428-1.8% | $106,548-26.8% | $79,386-1.7% |
| Participation rate | 90.3% | 74.1%+16.1pp | 76.1%+14.1pp | 70.7%+19.6pp |
| Annual return | 14.43% | 18.27%-3.8pp | 26.80%-12.4pp | 116.85%-102.4pp |
| Employer contribution / active EE | $771 | $2,234-65.5% | $2,819-72.7% | $2,427-68.3% |
| Participant deferral / active EE | $3,601 | $3,823-5.8% | $4,398-18.1% | $4,046-11.0% |
| Admin fee / account holder | $293 | $523-43.9% | $7,407-96.0% | $626-53.2% |