Filed October 6, 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 |
|---|---|---|
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $9,000 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 17 · EIN 22-2232264 | Pension Consulting | $6,636 |
SIDLEY AUSTIN LLP1+ years Service code 29 · EIN 36-4474078 | Legal | $4,159 |
PORTLAND CEMENT ASSOCIATION1+ years Service code 29 · EIN 36-1638940 | Legal | $893 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $482 |
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 | $163,414 | $45,152+261.9% | $73,843+121.3% | $59,632+174.0% |
| Participation rate | 87.7% | 64.0%+23.6pp | 73.4%+14.2pp | 68.7%+19.0pp |
| Annual return | -0.45% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $10,236 | $1,902+438.3% | $2,787+267.2% | $2,203+364.7% |
| Participant deferral / active EE | $8,810 | $2,574+242.3% | $3,583+145.9% | $3,192+176.0% |
| Admin fee / account holder | $148 | $3,516-95.8% | $4,880-97.0% | $4,297-96.6% |