Filed December 28, 1994
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 37 · EIN 04-2647786 | Loan Processing | $106,190 |
Service code 27 · EIN 27-4034238 | Advisory (Plan) | $35,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,344 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $12,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,199 | $89,465-52.8% | $164,866-74.4% | $77,671-45.7% |
| Participation rate | 88.5% | 78.6%+9.9pp | 78.6%+9.9pp | 70.6%+17.9pp |
| Annual return | 12.79% | 28.81%-16.0pp | 69.97%-57.2pp | 31.21%-18.4pp |
| Employer contribution / active EE | $973 | $2,568-62.1% | $4,343-77.6% | $2,726-64.3% |
| Participant deferral / active EE | $4,610 | $4,897-5.9% | $6,033-23.6% | $4,648-0.8% |
| Admin fee / account holder | $173 | $340-49.2% | $12,689-98.6% | $430-59.9% |