Filed November 6, 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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 15 · EIN 04-2647786 | Recordkeeping | $96,938 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $29,841 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $20,850 |
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 | $61,989 | $50,127+23.7% | $149,673-58.6% | $80,160-22.7% |
| Participation rate | 93.0% | 64.3%+28.7pp | 78.8%+14.3pp | 72.9%+20.1pp |
| Annual return | 21.01% | 29.82%-8.8pp | 134.42%-113.4pp | 40.38%-19.4pp |
| Employer contribution / active EE | $1,152 | $1,865-38.2% | $4,818-76.1% | $2,978-61.3% |
| Participant deferral / active EE | $7,294 | $3,194+128.4% | $5,680+28.4% | $5,017+45.4% |
| Admin fee / account holder | $65 | $153-57.7% | $13,210-99.5% | $145-55.5% |