Filed September 11, 1995
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 | $495,107 |
MILLIMAN, INC.10+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $185,893 |
Service code 16 · EIN 26-0058143 | Consulting | $98,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $36,586 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $138,376 | $151,876-8.9% | $113,168+22.3% | $117,739+17.5% |
| Participation rate | 95.8% | 92.5%+3.3pp | 76.6%+19.3pp | 76.6%+19.2pp |
| Annual return | 11.89% | 15.75%-3.9pp | 24.27%-12.4pp | 17.29%-5.4pp |
| Employer contribution / active EE | $4,965 | $4,598+8.0% | $2,975+66.9% | $3,746+32.6% |
| Participant deferral / active EE | $6,906 | $7,767-11.1% | $5,107+35.2% | $6,128+12.7% |
| Admin fee / account holder | $77 | $70+10.3% | $12,068-99.4% | $112-31.1% |