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 | $6,273 |
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 | $80,662 | $65,118+23.9% | $76,768+5.1% | $55,725+44.8% |
| Participation rate | 84.1% | 79.6%+4.5pp | 77.0%+7.2pp | 70.9%+13.3pp |
| Annual return | -3.83% | -1.27%-2.6pp | 2.43%-6.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $500 | $1,941-74.2% | $2,485-79.9% | $2,078-75.9% |
| Participant deferral / active EE | $3,079 | $3,688-16.5% | $3,852-20.1% | $3,356-8.2% |
| Admin fee / account holder | $12 | $116-89.9% | $6,675-99.8% | $115-89.9% |