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 |
|---|---|---|
Service code 16 · EIN 04-2647786 | Consulting | -$155,752 |
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 | $44,033 | $56,095-21.5% | $178,490-75.3% | $90,288-51.2% |
| Participation rate | 77.8% | 65.6%+12.2pp | 81.9%-4.2pp | 73.4%+4.4pp |
| Annual return | 17.09% | 28.81%-11.7pp | 151.07%-134.0pp | 53.97%-36.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,217 | $2,669+20.5% | $5,202-38.2% | $4,232-24.0% |
| Admin fee / account holder | $6 | $101-94.3% | $13,984-100.0% | $114-95.0% |