Filed March 31, 1
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 26 · EIN 71-0294708 | Advisory (Participants) | $88,569 |
HEALTHCARE COMMUNITY SECURITIES COR11+ years Service code 99 · EIN 14-1764768 | Other Fees | $44,042 |
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 | $70,973 | $56,047+26.6% | $98,716-28.1% | $79,634-10.9% |
| Participation rate | 85.7% | 54.6%+31.1pp | 69.3%+16.4pp | 62.5%+23.2pp |
| Annual return | 17.86% | 17.58%+0.3pp | 31.81%-14.0pp | 36.46%-18.6pp |
| Employer contribution / active EE | $794 | $1,237-35.8% | $2,279-65.2% | $2,529-68.6% |
| Participant deferral / active EE | $6,666 | $2,469+170.0% | $4,048+64.7% | $3,835+73.8% |
| Admin fee / account holder | $253 | $1,512-83.3% | $8,703-97.1% | $1,002-74.7% |