Filed December 31, 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 13 · EIN 42-0127290 | Contract Administrator | $53,317 |
FNBB CAPITAL MARKETS LLC1 year Filed as: FNBB CAPITAL MARKETS Service code 49 · EIN 20-0532898 | Other Services | $27,761 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,403 | $122,239-31.0% | $184,203-54.2% | $74,495+13.3% |
| Participation rate | 85.2% | 85.5%-0.3pp | 86.8%-1.7pp | 67.2%+18.0pp |
| Annual return | 12.39% | 19.95%-7.6pp | 28.81%-16.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,745 | $4,537-61.5% | $6,427-72.9% | $2,623-33.5% |
| Participant deferral / active EE | $3,844 | $7,139-46.2% | $9,131-57.9% | $4,346-11.5% |
| Admin fee / account holder | $384 | $1,260-69.5% | $13,901-97.2% | $1,942-80.2% |