Filed September 24, 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 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $9,085 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $69,033 | $56,199+22.8% | $67,652+2.0% | $59,632+15.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.54% | 18505.31%-18504.8pp | 6625.04%-6624.5pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,199 | $1,614-25.7% | $2,266-47.1% | $2,203-45.6% |
| Participant deferral / active EE | $3,251 | $2,844+14.3% | $3,560-8.7% | $3,192+1.8% |
| Admin fee / account holder | $78 | $3,958-98.0% | $4,821-98.4% | $4,297-98.2% |