Filed July 20, 1992
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 |
|---|---|---|
SUNDVOLD FINANCIAL2+ years Service code 16 · EIN 43-1823054 | Consulting | $77,224 |
FIRST MERCANTILE TRUST COMPANY2+ years Service code 12 · EIN 62-0951563 | Contract Administrator; Claims proces... | $62,801 |
Annual investment return 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 | $95,608 | $74,089+29.0% | $133,980-28.6% | $55,167+73.3% |
| Participation rate | 96.3% | 84.3%+12.0pp | 87.1%+9.2pp | 69.0%+27.3pp |
| Annual return | 5.65% | 12.11%-6.5pp | 29.30%-23.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $4,655 | $3,064+51.9% | $5,211-10.7% | $1,963+137.2% |
| Participant deferral / active EE | $4,372 | $4,678-6.5% | $6,282-30.4% | $3,054+43.2% |
| Admin fee / account holder | $4 | $458-99.1% | $9,324-100.0% | $504-99.2% |