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 9-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 year Filed as: PENSION CONSULTANTS INC Service code 99 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Other Fees | $31,667 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,678 |
HOGANTAYLOR LLP2 years Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,917 | $82,917+18.1% | $103,333-5.2% | $77,643+26.1% |
| Participation rate | 87.9% | 71.6%+16.3pp | 74.5%+13.4pp | 70.6%+17.3pp |
| Annual return | 13.36% | 19.13%-5.8pp | 24.88%-11.5pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,782 | $3,552-49.8% | $3,868-53.9% | $2,726-34.6% |
| Participant deferral / active EE | $5,838 | $4,108+42.1% | $5,057+15.4% | $4,647+25.6% |
| Admin fee / account holder | $100 | $638-84.4% | $8,355-98.8% | $430-76.9% |