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 | $18,120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,217 | $53,901+0.6% | $134,143-59.6% | $73,488-26.2% |
| Participation rate | 96.5% | 62.8%+33.7pp | 72.2%+24.3pp | 70.7%+25.8pp |
| Annual return | 14.30% | 15.82%-1.5pp | 36.33%-22.0pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,399 | $1,458-4.0% | $3,704-62.2% | $2,270-38.4% |
| Participant deferral / active EE | $2,799 | $2,739+2.2% | $3,499-20.0% | $3,740-25.2% |
| Admin fee / account holder | $102 | $581-82.4% | $6,684-98.5% | $513-80.0% |