Filed November 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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 49 10800 FINANACIAL CENTER PKWY · LITTLE ROCK, AR 72211 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,655 | $39,245+31.6% | $64,105-19.4% | $52,331-1.3% |
| Participation rate | 30.3% | 58.2%-28.0pp | 68.2%-37.9pp | 68.1%-37.9pp |
| Annual return | 2.95% | 14.79%-11.8pp | 791.24%-788.3pp | 4.54%-1.6pp |
| Employer contribution / active EE | $478 | $736-35.0% | $1,820-73.7% | $1,882-74.6% |
| Participant deferral / active EE | $1,001 | $1,992-49.8% | $2,822-64.5% | $3,022-66.9% |
| Admin fee / account holder | $19 | $592-96.7% | $4,499-99.6% | $592-96.7% |