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 | Recordkeeping fees; Distribution (12b... | $240,560 |
NATIONAL FINANCIAL SERVICES9+ 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 | $86,571 | $104,697-17.3% | $96,544-10.3% | $80,160+8.0% |
| Participation rate | 95.3% | 86.4%+8.9pp | 76.0%+19.3pp | 72.9%+22.4pp |
| Annual return | 19.51% | 21.78%-2.3pp | 25.84%-6.3pp | 40.38%-20.9pp |
| Employer contribution / active EE | $2,558 | $3,536-27.7% | $2,965-13.7% | $2,978-14.1% |
| Participant deferral / active EE | $8,568 | $6,188+38.5% | $4,851+76.6% | $5,017+70.8% |
| Admin fee / account holder | $50 | $107-53.5% | $8,252-99.4% | $145-65.8% |