Filed March 20, 1995
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 15 · EIN 13-3689044 | Recordkeeping | $29,154 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,992 |
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 | $46,192 | $87,870-47.4% | $113,168-59.2% | $74,304-37.8% |
| Participation rate | 95.4% | 70.7%+24.7pp | 76.6%+18.8pp | 60.3%+35.1pp |
| Annual return | 14.10% | 26.44%-12.3pp | 24.27%-10.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $699 | $2,277-69.3% | $2,975-76.5% | $2,241-68.8% |
| Participant deferral / active EE | $3,624 | $4,241-14.6% | $5,107-29.0% | $3,767-3.8% |
| Admin fee / account holder | $181 | $3,368-94.6% | $12,068-98.5% | $2,969-93.9% |