Filed December 10, 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 15 · EIN 35-0145825 | Recordkeeping | $5,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,058 | $56,897-84.1% | $84,750-89.3% | $62,891-85.6% |
| Participation rate | 25.4% | 68.5%-43.2pp | 76.6%-51.2pp | 69.3%-43.9pp |
| Annual return | 5.12% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.0pp |
| Employer contribution / active EE | $550 | $2,400-77.1% | $3,574-84.6% | $2,281-75.9% |
| Participant deferral / active EE | $2,490 | $2,709-8.1% | $3,712-32.9% | $3,203-22.2% |
| Admin fee / account holder | $6 | $3,581-99.8% | $5,332-99.9% | $4,296-99.9% |