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 | -$220,506 |
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 | $40,934 | $45,000-9.0% | $143,757-71.5% | $77,904-47.5% |
| Participation rate | 72.7% | 66.8%+5.9pp | 80.3%-7.6pp | 73.7%-1.0pp |
| Annual return | -15.92% | 29.03%-45.0pp | -0.04%-15.9pp | 12.21%-28.1pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,658 | $3,157+15.9% | $5,637-35.1% | $4,806-23.9% |
| Admin fee / account holder | $5 | $98-94.5% | $14,673-100.0% | $133-95.9% |