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 | $391,603 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $57,985 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $42,781 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,397 | $110,299-46.1% | $102,423-42.0% | $199,593-70.2% |
| Participation rate | 99.3% | 86.3%+13.0pp | 76.5%+22.8pp | 72.0%+27.3pp |
| Annual return | 4.66% | 35.73%-31.1pp | 29.32%-24.7pp | 34.25%-29.6pp |
| Employer contribution / active EE | $1,634 | $3,603-54.6% | $3,023-45.9% | $3,034-46.1% |
| Participant deferral / active EE | $4,528 | $6,376-29.0% | $5,053-10.4% | $5,087-11.0% |
| Admin fee / account holder | $78 | $122-36.1% | $9,451-99.2% | $269-71.0% |