Filed January 15, 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 |
|---|---|---|
UHY LLP2 years Service code 10 12 GREENWAY PLAZA, SUITE 1202 · HOUSTON, TX 77046 | Accounting | $15,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,167 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $10,595 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $241 |
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.
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 | $20,774 | $99,957-79.2% | $149,696-86.1% | $73,488-71.7% |
| Participation rate | 85.7% | 75.7%+10.0pp | 82.5%+3.2pp | 70.7%+15.0pp |
| Annual return | 13.92% | 53.87%-40.0pp | 276.60%-262.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $126 | $3,191-96.1% | $4,644-97.3% | $2,270-94.5% |
| Participant deferral / active EE | $4,094 | $6,073-32.6% | $6,842-40.2% | $3,740+9.5% |
| Admin fee / account holder | $157 | $551-71.4% | $9,309-98.3% | $513-69.3% |