Filed December 23, 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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $345,415 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $76,922 | $130,141-40.9% | $86,677-11.3% | $77,904-1.3% |
| Participation rate | 92.1% | 85.9%+6.2pp | 76.6%+15.5pp | 73.7%+18.4pp |
| Annual return | -10.49% | -12.75%+2.3pp | 35.91%-46.4pp | 12.21%-22.7pp |
| Employer contribution / active EE | $2,485 | $3,220-22.8% | $2,836-12.4% | $2,848-12.7% |
| Participant deferral / active EE | $8,091 | $5,757+40.5% | $4,656+73.8% | $4,806+68.3% |
| Admin fee / account holder | $77 | $132-41.5% | $7,493-99.0% | $133-41.9% |