Filed November 17, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
THE JOSEPH GROUP LLC4 years Service code 99 · EIN 36-4729550 | Other Fees | $42,569 |
Filed as: LATITUDE SERVICE COMPANY INC. Service code 49 1500 N OAK DR · PLYMOUTH, IN 465633431 | Other Services | $7,611 |
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 | $56,309 | $64,119-12.2% | $112,228-49.8% | $66,914-15.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -12.85% | -13.81%+1.0pp | 27.45%-40.3pp | 1.58%-14.4pp |
| Employer contribution / active EE | $4,585 | $3,005+52.6% | $3,635+26.1% | $2,544+80.2% |
| Participant deferral / active EE | $7,256 | $3,693+96.5% | $4,728+53.5% | $4,237+71.3% |
| Admin fee / account holder | $28 | $625-95.6% | $6,410-99.6% | $593-95.4% |