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 | $105,063 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION ADVISORS Service code 27 · EIN 34-1911721 | Advisory (Plan) | $65,000 |
MCM CPAS & ADVISORS LLP1 year Filed as: MCM CPA & ADVISORS, LLP Service code 10 · EIN 27-1235638 | Accounting | $8,200 |
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 | $41,991 | $64,286-34.7% | $90,951-53.8% | $73,409-42.8% |
| Participation rate | 95.5% | 63.6%+31.9pp | 69.0%+26.4pp | 72.2%+23.3pp |
| Annual return | 17.12% | 21.45%-4.3pp | 134.60%-117.5pp | 59.29%-42.2pp |
| Employer contribution / active EE | $780 | $895-12.9% | $2,122-63.3% | $2,234-65.1% |
| Participant deferral / active EE | $4,495 | $2,453+83.2% | $3,373+33.3% | $3,805+18.1% |
| Admin fee / account holder | $160 | $287-44.3% | $5,959-97.3% | $158+1.3% |