Filed December 30, 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 27 · EIN 43-1635589 | Advisory (Plan) | $44,069 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,331 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,797 | $72,770+8.3% | $67,652+16.5% | $55,191+42.8% |
| Participation rate | 72.1% | 78.8%-6.7pp | 75.7%-3.6pp | 69.2%+2.9pp |
| Annual return | 0.25% | -3.26%+3.5pp | 6625.04%-6624.8pp | 10.78%-10.5pp |
| Employer contribution / active EE | $286 | $1,769-83.8% | $2,266-87.4% | $1,899-84.9% |
| Participant deferral / active EE | $3,986 | $3,408+16.9% | $3,560+12.0% | $3,046+30.8% |
| Admin fee / account holder | $10 | $79-87.1% | $4,821-99.8% | $91-88.8% |