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 | $7,547 |
Annual investment return 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 | $106,737 | $99,078+7.7% | $96,544+10.6% | $74,419+43.4% |
| Participation rate | 88.3% | 80.7%+7.6pp | 76.0%+12.3pp | 70.7%+17.6pp |
| Annual return | 13.41% | 22.48%-9.1pp | 25.84%-12.4pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,784 | $2,570-30.6% | $2,965-39.8% | $2,637-32.3% |
| Participant deferral / active EE | $4,189 | $4,933-15.1% | $4,851-13.6% | $4,528-7.5% |
| Admin fee / account holder | $22 | $225-90.2% | $8,252-99.7% | $348-93.7% |