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 INC8+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $26,556 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,053 |
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 | $149,927 | $80,968+85.2% | $96,544+55.3% | $75,163+99.5% |
| Participation rate | 95.8% | 71.8%+24.1pp | 76.0%+19.9pp | 67.2%+28.6pp |
| Annual return | 12.85% | 27.06%-14.2pp | 25.84%-13.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $412 | $2,282-81.9% | $2,965-86.1% | $2,670-84.6% |
| Participant deferral / active EE | $6,666 | $3,928+69.7% | $4,851+37.4% | $4,125+61.6% |
| Admin fee / account holder | $34 | $6,724-99.5% | $8,252-99.6% | $5,651-99.4% |