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 17 · EIN 13-5674085 | Pension Consulting | $38,744 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,854 |
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 | $62,235 | $72,607-14.3% | $90,749-31.4% | $66,914-7.0% |
| Participation rate | 91.2% | 73.7%+17.5pp | 75.7%+15.5pp | 69.8%+21.4pp |
| Annual return | -13.24% | -12.28%-1.0pp | -12.16%-1.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $825 | $2,369-65.2% | $2,921-71.8% | $2,544-67.6% |
| Participant deferral / active EE | $4,039 | $3,977+1.5% | $4,564-11.5% | $4,237-4.7% |
| Admin fee / account holder | $262 | $707-62.9% | $8,445-96.9% | $593-55.8% |