Filed December 21, 1994
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 60 · EIN 04-2647786 | Sub-TA Fees | $4,021 |
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 | $170,949 | $111,491+53.3% | $189,513-9.8% | $86,799+96.9% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.8%+8.7pp | 72.3%+24.3pp |
| Annual return | 28.42% | 83.50%-55.1pp | 555.15%-526.7pp | 97.91%-69.5pp |
| Employer contribution / active EE | $3,856 | $3,951-2.4% | $6,162-37.4% | $2,405+60.3% |
| Participant deferral / active EE | $5,237 | $6,437-18.6% | $8,221-36.3% | $4,131+26.8% |
| Admin fee / account holder | $5 | $189-97.3% | $12,045-100.0% | $170-97.0% |