Filed February 26, 1996
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 |
|---|---|---|
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $135,014 |
Service code 37 · EIN 04-2647786 | Loan Processing | $112,702 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,406 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,997 | $122,693+134.7% | $184,203+56.3% | $199,593+44.3% |
| Participation rate | 90.8% | 86.8%+4.0pp | 86.8%+4.0pp | 72.0%+18.9pp |
| Annual return | 16.99% | 143.91%-126.9pp | 28.81%-11.8pp | 34.25%-17.3pp |
| Employer contribution / active EE | $7,413 | $4,584+61.7% | $6,427+15.3% | $3,034+144.3% |
| Participant deferral / active EE | $20,110 | $7,990+151.7% | $9,131+120.2% | $5,087+295.3% |
| Admin fee / account holder | $143 | $121+18.8% | $13,901-99.0% | $269-46.7% |