Filed January 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 15 · EIN 16-1450952 | Recordkeeping | $4,393 |
CHARLES SCHWAB & CO., INC.9 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,994 | $59,417+6.0% | $93,606-32.7% | $74,495-15.4% |
| Participation rate | 86.4% | 59.7%+26.8pp | 68.7%+17.7pp | 67.2%+19.2pp |
| Annual return | 24.39% | 81.83%-57.4pp | 133.20%-108.8pp | 1364.94%-1340.5pp |
| Employer contribution / active EE | $2,130 | $1,264+68.6% | $2,420-12.0% | $2,623-18.8% |
| Participant deferral / active EE | $3,236 | $3,050+6.1% | $4,411-26.6% | $4,346-25.5% |
| Admin fee / account holder | $27 | $3,021-99.1% | $8,285-99.7% | $1,942-98.6% |