Filed December 16, 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 60 · EIN 04-2647786 | Sub-TA Fees | $10,447 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,961 | $46,722+4.8% | $130,648-62.5% | $65,185-24.9% |
| Participation rate | 97.2% | 60.9%+36.3pp | 71.7%+25.5pp | 70.2%+27.0pp |
| Annual return | 23.30% | 24.17%-0.9pp | 1708.96%-1685.7pp | 29.38%-6.1pp |
| Employer contribution / active EE | $2,292 | $1,488+54.1% | $4,092-44.0% | $2,177+5.3% |
| Participant deferral / active EE | $3,457 | $2,545+35.8% | $3,603-4.0% | $3,514-1.6% |
| Admin fee / account holder | $48 | $453-89.3% | $5,464-99.1% | $847-94.3% |