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 | $37,335 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $37,175 |
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 | $76,686 | $71,516+7.2% | $98,439-22.1% | $71,457+7.3% |
| Participation rate | 89.1% | 72.7%+16.4pp | 75.2%+14.0pp | 67.9%+21.2pp |
| Annual return | 16.18% | 32.41%-16.2pp | 21.16%-5.0pp | 28.85%-12.7pp |
| Employer contribution / active EE | $897 | $2,399-62.6% | $3,048-70.6% | $2,588-65.3% |
| Participant deferral / active EE | $4,513 | $4,109+9.8% | $4,738-4.7% | $4,289+5.2% |
| Admin fee / account holder | $277 | $1,675-83.5% | $8,948-96.9% | $1,587-82.5% |