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 INC7+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,646 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,904 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $136,106 | $71,883+89.3% | $86,677+57.0% | $68,494+98.7% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -10.63% | 3.52%-14.2pp | 35.91%-46.5pp | -7.84%-2.8pp |
| Employer contribution / active EE | $416 | $2,173-80.8% | $2,836-85.3% | $2,596-84.0% |
| Participant deferral / active EE | $6,291 | $3,779+66.5% | $4,656+35.1% | $4,027+56.2% |
| Admin fee / account holder | $31 | $6,112-99.5% | $7,493-99.6% | $5,403-99.4% |