Filed May 12, 1994
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 | $30,421 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $15,713 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,677 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,216 | $130,141+136.1% | $86,677+254.4% | $77,904+294.4% |
| Participation rate | 99.9% | 85.9%+14.0pp | 76.6%+23.3pp | 73.7%+26.2pp |
| Annual return | 232.77% | -12.75%+245.5pp | 35.91%+196.9pp | 12.21%+220.6pp |
| Employer contribution / active EE | $10,788 | $3,220+235.0% | $2,836+280.3% | $2,848+278.8% |
| Participant deferral / active EE | $10,329 | $5,757+79.4% | $4,656+121.9% | $4,806+114.9% |
| Admin fee / account holder | $35 | $132-73.4% | $7,493-99.5% | $133-73.6% |