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 INC3+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $24,527 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,568 |
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 | $135,365 | $62,586+116.3% | $76,768+76.3% | $64,186+110.9% |
| Participation rate | 91.1% | 72.8%+18.3pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | 9.87% | -1.95%+11.8pp | 2.43%+7.4pp | 7.63%+2.2pp |
| Employer contribution / active EE | $423 | $1,832-76.9% | $2,485-83.0% | $2,381-82.2% |
| Participant deferral / active EE | $6,186 | $3,145+96.7% | $3,852+60.6% | $3,470+78.3% |
| Admin fee / account holder | $24 | $4,667-99.5% | $6,675-99.6% | $4,888-99.5% |