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 | $79,366 |
FINANCIAL ENGINES6+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $55,868 |
ELLWOOD ASSOCIATES6+ years Service code 17 · EIN 36-3121777 | Pension Consulting | $52,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,507 | $176,491-48.7% | $95,952-5.7% | $90,288+0.2% |
| Participation rate | 95.9% | 86.6%+9.3pp | 77.1%+18.8pp | 73.4%+22.5pp |
| Annual return | 20.60% | 20.14%+0.5pp | 91.61%-71.0pp | 53.97%-33.4pp |
| Employer contribution / active EE | $3,022 | $2,789+8.4% | $2,541+18.9% | $2,524+19.7% |
| Participant deferral / active EE | $6,190 | $5,340+15.9% | $4,167+48.5% | $4,232+46.3% |
| Admin fee / account holder | $99 | $154-35.7% | $6,795-98.5% | $114-13.1% |