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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,109 |
Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $9,460 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,544 | $57,828-66.2% | $117,039-83.3% | $70,131-72.1% |
| Participation rate | 76.5% | 67.1%+9.4pp | 77.2%-0.7pp | 69.5%+7.0pp |
| Annual return | 13.96% | 17.55%-3.6pp | 18.95%-5.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,020 | $1,816-43.8% | $3,785-73.0% | $2,342-56.4% |
| Participant deferral / active EE | $1,047 | $2,438-57.1% | $3,929-73.4% | $3,332-68.6% |
| Admin fee / account holder | $247 | $3,548-93.0% | $5,974-95.9% | $4,645-94.7% |