Filed May 5, 1993 (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 |
|---|---|---|
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $29,135 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $27,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $24,281 |
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 | $283,144 | $188,991+49.8% | $103,476+173.6% | $199,593+41.9% |
| Participation rate | 99.4% | 93.2%+6.2pp | 80.5%+18.8pp | 72.0%+27.4pp |
| Annual return | 14.62% | 15.75%-1.1pp | 23.90%-9.3pp | 34.25%-19.6pp |
| Employer contribution / active EE | $9,144 | $6,583+38.9% | $4,672+95.7% | $3,034+201.4% |
| Participant deferral / active EE | $12,959 | $10,334+25.4% | $6,623+95.7% | $5,087+154.8% |
| Admin fee / account holder | $53 | $114-53.6% | $9,413-99.4% | $269-80.2% |