Filed July 8, 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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $796,631 |
NEXTCAPITAL GROUP, INC.4 years Service code 27 104 S. MICHIGAN AVE. · CHICAGO, IL 60603 | Advisory (Plan) | $21,695 |
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 | $60,487 | $73,283-17.5% | $155,509-61.1% | $106,382-43.1% |
| Participation rate | 97.4% | 73.3%+24.1pp | 78.2%+19.2pp | 69.9%+27.5pp |
| Annual return | 13.94% | 15.77%-1.8pp | 64.67%-50.7pp | 17.37%-3.4pp |
| Employer contribution / active EE | $2,893 | $2,247+28.7% | $4,672-38.1% | $3,364-14.0% |
| Participant deferral / active EE | $5,497 | $4,580+20.0% | $5,626-2.3% | $5,569-1.3% |
| Admin fee / account holder | $43 | $56-23.4% | $15,912-99.7% | $79-45.8% |