Filed April 6, 1994 (most recent of 2 filings on file)
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 52 · EIN 04-1590850 | Indirect Investment Fees | $45,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,903 | $43,453+24.1% | $109,313-50.7% | $63,975-15.7% |
| Participation rate | 54.5% | 59.3%-4.8pp | 71.3%-16.8pp | 71.1%-16.6pp |
| Annual return | 6.41% | 9.85%-3.4pp | 22.07%-15.7pp | 48.65%-42.2pp |
| Employer contribution / active EE | $558 | $1,799-69.0% | $3,892-85.7% | $2,182-74.4% |
| Participant deferral / active EE | $1,830 | $2,093-12.6% | $3,166-42.2% | $3,356-45.5% |
| Admin fee / account holder | $25 | $79-68.4% | $5,666-99.6% | $70-64.6% |