Filed December 4, 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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $51,309 |
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS Service code 16 · EIN 62-1254528 | Consulting | $25,511 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Finders... | $25,179 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $32,629 | $63,905-48.9% | $74,183-56.0% | $57,658-43.4% |
| Participation rate | 88.1% | 79.8%+8.4pp | 76.6%+11.5pp | 70.2%+17.9pp |
| Annual return | 7.67% | 60.60%-52.9pp | 17.74%-10.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,257 | $1,840-31.7% | $2,370-47.0% | $1,974-36.3% |
| Participant deferral / active EE | $2,072 | $3,448-39.9% | $3,550-41.6% | $3,061-32.3% |
| Admin fee / account holder | $145 | $91+59.1% | $5,586-97.4% | $95+53.3% |