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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,325 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,273 | $42,548+69.9% | $74,550-3.1% | $56,287+28.4% |
| Participation rate | 35.3% | 60.5%-25.2pp | 69.1%-33.8pp | 69.9%-34.6pp |
| Annual return | -5.11% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $236 | $855-72.4% | $1,961-88.0% | $2,111-88.8% |
| Participant deferral / active EE | $1,466 | $2,277-35.6% | $3,108-52.8% | $3,350-56.2% |
| Admin fee / account holder | $457 | $467-2.2% | $5,060-91.0% | $521-12.3% |