Filed December 17, 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 |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $42,883 |
ELLWOOD ASSOCIATES2+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $26,758 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,680 |
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 | $94,356 | $63,905+47.7% | $74,183+27.2% | $57,658+63.6% |
| Participation rate | 94.0% | 79.8%+14.3pp | 76.6%+17.4pp | 70.2%+23.8pp |
| Annual return | 7.03% | 60.60%-53.6pp | 17.74%-10.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,293 | $1,840+24.6% | $2,370-3.3% | $1,974+16.2% |
| Participant deferral / active EE | $4,356 | $3,448+26.3% | $3,550+22.7% | $3,061+42.3% |
| Admin fee / account holder | $97 | $91+6.3% | $5,586-98.3% | $95+2.4% |