Filed September 4, 1992 (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 15 · EIN 35-0145825 | Recordkeeping | $7,745 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $87,265 | $72,770+19.9% | $67,652+29.0% | $55,191+58.1% |
| Participation rate | 84.6% | 78.8%+5.8pp | 75.7%+9.0pp | 69.2%+15.5pp |
| Annual return | 0.15% | -3.26%+3.4pp | 6625.04%-6624.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $431 | $1,769-75.6% | $2,266-81.0% | $1,899-77.3% |
| Participant deferral / active EE | $2,675 | $3,408-21.5% | $3,560-24.8% | $3,046-12.2% |
| Admin fee / account holder | $12 | $79-84.2% | $4,821-99.7% | $91-86.3% |