Filed August 9, 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 |
|---|---|---|
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,362 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,412 | $78,422+17.8% | $95,952-3.7% | $79,858+15.7% |
| Participation rate | 77.5% | 73.5%+4.0pp | 77.1%+0.5pp | 69.6%+7.9pp |
| Annual return | 12.22% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $616 | $1,945-68.3% | $2,541-75.8% | $2,471-75.1% |
| Participant deferral / active EE | $2,568 | $3,440-25.3% | $4,167-38.4% | $3,740-31.3% |
| Admin fee / account holder | $103 | $5,622-98.2% | $6,795-98.5% | $5,306-98.1% |