Filed December 22, 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 37 · EIN 04-2647786 | Loan Processing | $38,206 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,508 |
MARCUM LLP2 years Service code 10 · EIN 11-1986323 | Accounting | $16,480 |
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 | $226,863 | $61,272+270.3% | $149,673+51.6% | $71,457+217.5% |
| Participation rate | 96.9% | 62.5%+34.4pp | 78.8%+18.1pp | 67.9%+29.0pp |
| Annual return | 19.30% | 35.85%-16.6pp | 134.42%-115.1pp | 28.85%-9.6pp |
| Employer contribution / active EE | $8,886 | $2,378+273.6% | $4,818+84.4% | $2,588+243.4% |
| Participant deferral / active EE | $20,427 | $2,917+600.3% | $5,680+259.6% | $4,289+376.3% |
| Admin fee / account holder | $250 | $1,261-80.2% | $13,210-98.1% | $1,587-84.3% |