Filed February 23, 1994
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 13 · EIN 42-0127290 | Contract Administrator | $467,303 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $89,664 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $88,947 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,282 | $151,876-52.4% | $113,168-36.1% | $117,739-38.6% |
| Participation rate | 99.6% | 92.5%+7.1pp | 76.6%+23.1pp | 76.6%+23.0pp |
| Annual return | 36.41% | 15.75%+20.7pp | 24.27%+12.1pp | 17.29%+19.1pp |
| Employer contribution / active EE | $1,731 | $4,598-62.4% | $2,975-41.8% | $3,746-53.8% |
| Participant deferral / active EE | $4,843 | $7,767-37.6% | $5,107-5.2% | $6,128-21.0% |
| Admin fee / account holder | $97 | $70+38.1% | $12,068-99.2% | $112-13.7% |