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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,876 |
FINANCIAL ENGINES5+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $57,807 |
ELLWOOD ASSOCIATES5+ years Service code 17 · EIN 36-3121777 | Pension Consulting | $43,750 |
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 | $70,050 | $105,247-33.4% | $87,100-19.6% | $77,787-9.9% |
| Participation rate | 95.9% | 85.8%+10.1pp | 76.9%+19.0pp | 73.2%+22.7pp |
| Annual return | 60.18% | 24.52%+35.7pp | 28.19%+32.0pp | 32.57%+27.6pp |
| Employer contribution / active EE | $1,883 | $2,895-35.0% | $2,521-25.3% | $2,504-24.8% |
| Participant deferral / active EE | $3,819 | $5,060-24.5% | $4,049-5.7% | $3,967-3.7% |
| Admin fee / account holder | $78 | $104-24.9% | $7,497-99.0% | $100-21.6% |