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 |
|---|---|---|
EBERTS & HARRISON4 years Filed as: EBERTS & HARRISON INC Service code 49 · EIN 52-0816262 | Other Services | $23,846 |
SLEVIN & HART, P.C.5+ years Service code 29 · EIN 52-1708613 | Legal | $9,675 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,325 |
THE SEGAL COMPANY2 years Service code 26 · EIN 13-2646110 | Advisory (Participants) | $6,250 |
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 | $145,626 | $54,237+168.5% | $90,281+61.3% | $67,579+115.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 20.24% | 37.27%-17.0pp | 78.10%-57.9pp | 378.56%-358.3pp |
| Employer contribution / active EE | $4,258 | $1,846+130.7% | $2,854+49.2% | $2,148+98.3% |
| Participant deferral / active EE | $8,777 | $2,625+234.3% | $3,885+125.9% | $3,539+148.0% |
| Admin fee / account holder | $95 | $123-22.6% | $5,351-98.2% | $142-32.9% |