Filed December 22, 1992
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 |
|---|---|---|
SLEVIN & HART, P.C.4+ years Service code 15 · EIN 52-1708613 | Recordkeeping | $16,537 |
THE SEGAL COMPANY1 year Service code 15 · EIN 13-2646110 | Recordkeeping | $5,000 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $4,575 |
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 | $121,389 | $43,999+175.9% | $79,464+52.8% | $55,725+117.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -4.14% | 1.81%-5.9pp | 718.14%-722.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $8,437 | $1,830+361.2% | $2,800+201.3% | $2,078+306.0% |
| Participant deferral / active EE | $7,941 | $2,538+212.9% | $3,704+114.4% | $3,356+136.7% |
| Admin fee / account holder | $53 | $118-55.3% | $5,113-99.0% | $115-54.4% |