Filed December 21, 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 30-0219031 | Recordkeeping | $38,230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,295 | $79,944-19.6% | $98,439-34.7% | $75,163-14.5% |
| Participation rate | 88.4% | 70.4%+18.1pp | 75.2%+13.3pp | 67.2%+21.2pp |
| Annual return | 12.35% | 19.75%-7.4pp | 21.16%-8.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,705 | $2,264-24.7% | $3,048-44.1% | $2,670-36.1% |
| Participant deferral / active EE | $4,027 | $3,752+7.3% | $4,738-15.0% | $4,125-2.4% |
| Admin fee / account holder | $354 | $6,840-94.8% | $8,948-96.0% | $5,651-93.7% |