Filed December 16, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,133 |
TIAA2 years Service code 13 · EIN 13-1624203 | Contract Administrator | $16,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,727 | $45,000+141.6% | $143,757-24.4% | $77,904+39.6% |
| Participation rate | 25.8% | 66.8%-41.0pp | 80.3%-54.5pp | 73.7%-47.9pp |
| Annual return | -13.35% | 29.03%-42.4pp | -0.04%-13.3pp | 12.21%-25.6pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,400 | $3,157-24.0% | $5,637-57.4% | $4,806-50.1% |
| Admin fee / account holder | $56 | $98-43.0% | $14,673-99.6% | $133-57.7% |