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 | $337,811 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP (FORMERLY, BKD, LLP) Service code 10 · EIN 44-0160260 | Accounting | $42,252 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,044 |
AMERICAN FUNDS8+ years Filed as: HM CAPITAL MANAGEMENT Service code 27 · EIN 20-3287389 | Advisory (Plan) | $26,801 |
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 | $48,991 | $106,087-53.8% | $86,677-43.5% | $78,044-37.2% |
| Participation rate | 99.9% | 89.6%+10.4pp | 76.6%+23.4pp | 74.4%+25.5pp |
| Annual return | -15.21% | -14.87%-0.3pp | 35.91%-51.1pp | 10.87%-26.1pp |
| Employer contribution / active EE | $1,356 | $4,110-67.0% | $2,836-52.2% | $3,125-56.6% |
| Participant deferral / active EE | $3,486 | $6,851-49.1% | $4,656-25.1% | $5,084-31.4% |
| Admin fee / account holder | $63 | $81-22.9% | $7,493-99.2% | $79-20.7% |