Filed May 27, 1993 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $86,045 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION ADVISORS Service code 26 · EIN 71-0927304 | Advisory (Participants) | $65,000 |
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 | $27,967 | $35,485-21.2% | $74,550-62.5% | $55,725-49.8% |
| Participation rate | 93.5% | 62.5%+31.0pp | 69.1%+24.4pp | 70.9%+22.7pp |
| Annual return | -5.38% | 0.72%-6.1pp | 32.53%-37.9pp | 244.93%-250.3pp |
| Employer contribution / active EE | $778 | $7770% | $1,961-60.3% | $2,078-62.6% |
| Participant deferral / active EE | $3,515 | $2,181+61.2% | $3,108+13.1% | $3,356+4.8% |
| Admin fee / account holder | $129 | $114+13.2% | $5,060-97.4% | $115+12.4% |