Filed December 18, 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 13 · EIN 42-0127290 | Contract Administrator | $22,548 |
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 | $95,070 | $46,732+103.4% | $156,549-39.3% | $55,167+72.3% |
| Participation rate | 84.8% | 65.8%+19.0pp | 84.0%+0.8pp | 69.0%+15.8pp |
| Annual return | 6.78% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,847 | $2,105-12.3% | $5,501-66.4% | $1,963-5.9% |
| Participant deferral / active EE | $3,714 | $2,204+68.5% | $4,871-23.8% | $3,054+21.6% |
| Admin fee / account holder | $98 | $418-76.6% | $13,027-99.2% | $504-80.5% |