Filed November 16, 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 |
|---|---|---|
401(K) ADVISORS INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,306 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 49 · EIN 74-2794194 | Other Services | $4,263 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,751 |
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 | $120,445 | $60,349+99.6% | $74,183+62.4% | $62,891+91.5% |
| Participation rate | 90.7% | 72.7%+18.0pp | 76.6%+14.1pp | 69.3%+21.4pp |
| Annual return | 10.65% | 21.37%-10.7pp | 17.74%-7.1pp | 20.14%-9.5pp |
| Employer contribution / active EE | $383 | $1,680-77.2% | $2,370-83.8% | $2,281-83.2% |
| Participant deferral / active EE | $5,673 | $2,856+98.6% | $3,550+59.8% | $3,203+77.1% |
| Admin fee / account holder | $39 | $4,261-99.1% | $5,586-99.3% | $4,296-99.1% |