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.1 year Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $9,152 |
THE SEGAL COMPANY3 years Service code 10 · EIN 13-2646110 | Accounting | $5,000 |
Filed as: PRUDENTIAL RETIREMNT INSURANCE AND Service code 13 · EIN 06-1050034 | Contract Administrator | $4,175 |
Service code 15 | Recordkeeping | $0 |
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 | $158,755 | $52,670+201.4% | $90,404+75.6% | $73,409+116.3% |
| Participation rate | 89.2% | 67.7%+21.5pp | 72.7%+16.5pp | 72.2%+17.0pp |
| Annual return | 13.76% | 20.70%-6.9pp | 1293.02%-1279.3pp | 59.29%-45.5pp |
| Employer contribution / active EE | $4,152 | $1,872+121.8% | $3,262+27.3% | $2,234+85.9% |
| Participant deferral / active EE | $7,958 | $2,807+183.5% | $3,963+100.8% | $3,805+109.1% |
| Admin fee / account holder | $37 | $117-68.6% | $5,611-99.3% | $158-76.8% |