Filed December 28, 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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $8,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,064 | $51,708-65.1% | $106,619-83.1% | $62,891-71.3% |
| Participation rate | 91.2% | 66.9%+24.3pp | 78.0%+13.2pp | 69.3%+21.9pp |
| Annual return | 7.80% | 4.69%+3.1pp | 9.42%-1.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,287 | $2,315-44.4% | $3,930-67.3% | $3,203-59.8% |
| Admin fee / account holder | $108 | $3,349-96.8% | $6,418-98.3% | $4,296-97.5% |