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 | $5,189 |
Employer contribution per participant 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 | $95,731 | $79,519+20.4% | $95,952-0.2% | $73,409+30.4% |
| Participation rate | 89.7% | 81.2%+8.5pp | 77.1%+12.6pp | 72.2%+17.5pp |
| Annual return | 15.13% | 19.20%-4.1pp | 91.61%-76.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $595 | $2,048-71.0% | $2,541-76.6% | $2,234-73.4% |
| Participant deferral / active EE | $3,378 | $4,138-18.4% | $4,167-18.9% | $3,805-11.2% |
| Admin fee / account holder | $10 | $184-94.7% | $6,795-99.9% | $158-93.8% |