Filed December 22, 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 |
|---|---|---|
FIRST CLEARING LLC1+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,806 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $352,602 | $57,108+517.4% | $94,224+274.2% | $52,331+573.8% |
| Participation rate | 97.7% | 72.9%+24.7pp | 78.8%+18.9pp | 68.1%+29.6pp |
| Annual return | 2.38% | 1.47%+0.9pp | 10.68%-8.3pp | 4.54%-2.2pp |
| Employer contribution / active EE | $22,578 | $1,735+1201.1% | $3,587+529.5% | $1,882+1099.9% |
| Participant deferral / active EE | $9,562 | $3,040+214.6% | $4,320+121.3% | $3,022+216.4% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |