Filed June 28, 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 12 · EIN 13-3689044 | Participant communication; Float reve... | $220,030 |
THE CENTURION GROUP, LLC3 years Service code 16 · EIN 20-8394397 | Consulting | $52,500 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $34,500 |
GROOM LAW GROUP4+ years Service code 29 · EIN 52-1219029 | Legal | $10,743 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $80,613 | $118,101-31.7% | $106,387-24.2% | $75,289+7.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 77.5%+22.5pp | 72.4%+27.6pp |
| Annual return | -4.46% | -2.42%-2.0pp | 0.25%-4.7pp | -0.04%-4.4pp |
| Employer contribution / active EE | $3,290 | $2,880+14.2% | $3,520-6.5% | $2,405+36.8% |
| Participant deferral / active EE | $3,988 | $4,681-14.8% | $5,421-26.4% | $3,739+6.7% |
| Admin fee / account holder | $130 | $85+53.6% | $7,510-98.3% | $102+26.9% |