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 & HARRISON1 year Filed as: EBERTS AND HARRISON, INC. Service code 23 · EIN 52-0816262 | Insurance services | $12,951 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,550 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $5,963 |
THE SEGAL COMPANY4 years Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
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 | $181,169 | $58,290+210.8% | $98,442+84.0% | $86,799+108.7% |
| Participation rate | 89.4% | 68.3%+21.1pp | 73.3%+16.1pp | 72.3%+17.1pp |
| Annual return | 13.63% | 43.48%-29.9pp | 1492.73%-1479.1pp | 97.91%-84.3pp |
| Employer contribution / active EE | $4,361 | $2,008+117.2% | $2,960+47.4% | $2,405+81.3% |
| Participant deferral / active EE | $8,370 | $3,152+165.5% | $4,276+95.7% | $4,131+102.6% |
| Admin fee / account holder | $60 | $138-56.1% | $5,949-99.0% | $170-64.4% |