Filed September 22, 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 |
|---|---|---|
BAKER TILLY US, LLP2 years Service code 10 · EIN 30-1413443 | Accounting | $17,288 |
Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $6,250 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$278,751 |
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 | $52,892 | $53,136-0.5% | $155,509-66.0% | $199,593-73.5% |
| Participation rate | 77.4% | 64.1%+13.3pp | 78.2%-0.8pp | 72.0%+5.4pp |
| Annual return | 15.17% | 41.15%-26.0pp | 64.67%-49.5pp | 34.25%-19.1pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,282 | $3,161+35.5% | $5,626-23.9% | $5,087-15.8% |
| Admin fee / account holder | $9 | $185-95.1% | $15,912-99.9% | $269-96.6% |