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 | $7,964 |
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 | $95,684 | $72,254+32.4% | $86,677+10.4% | $64,808+47.6% |
| Participation rate | 86.8% | 80.4%+6.4pp | 76.6%+10.2pp | 71.5%+15.3pp |
| Annual return | 4.13% | 392.42%-388.3pp | 35.91%-31.8pp | 32.82%-28.7pp |
| Employer contribution / active EE | $1,684 | $2,393-29.6% | $2,836-40.6% | $2,506-32.8% |
| Participant deferral / active EE | $4,070 | $4,658-12.6% | $4,656-12.6% | $4,310-5.6% |
| Admin fee / account holder | $16 | $174-90.8% | $7,493-99.8% | $188-91.5% |