Filed December 29, 1992
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 52 · EIN 13-5674085 | Indirect Investment Fees | $134,322 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 37 · EIN 13-3036745 | Loan Processing | $3,450 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,563 | $69,305-55.9% | $82,313-62.9% | $69,631-56.1% |
| Participation rate | 81.4% | 80.3%+1.1pp | 76.9%+4.5pp | 70.7%+10.7pp |
| Annual return | 14.14% | 21.47%-7.3pp | 25.88%-11.7pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $846 | $1,887-55.1% | $2,428-65.1% | $2,032-58.3% |
| Participant deferral / active EE | $2,935 | $3,568-17.8% | $3,706-20.8% | $3,224-9.0% |
| Admin fee / account holder | $4 | $97-95.9% | $5,608-99.9% | $110-96.4% |