Filed August 14, 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 |
|---|---|---|
SENIOR OPERATIONS LLC1+ years Service code 10 · EIN 94-2918781 | Accounting | $71,333 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $29,935 |
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 | $65,547 | $71,957-8.9% | $67,652-3.1% | $59,188+10.7% |
| Participation rate | 87.4% | 82.7%+4.7pp | 75.7%+11.7pp | 69.4%+17.9pp |
| Annual return | 1.11% | 8.53%-7.4pp | 6625.04%-6623.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $2,474 | $2,432+1.7% | $2,266+9.2% | $2,098+17.9% |
| Participant deferral / active EE | $3,313 | $4,211-21.3% | $3,560-6.9% | $3,265+1.5% |
| Admin fee / account holder | $9 | $64-86.4% | $4,821-99.8% | $92-90.5% |