Filed January 25, 2000 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $24,724 |
Filed as: O'CONNOR, MALONEY & COMPANY, P.C. Service code 10 · EIN 04-2595327 | Accounting | $9,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,444 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,400 | $42,548+25.5% | $74,550-28.4% | $56,287-5.1% |
| Participation rate | 96.5% | 60.5%+36.0pp | 69.1%+27.3pp | 69.9%+26.6pp |
| Annual return | -6.00% | 12.40%-18.4pp | 32.53%-38.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,316 | $855+53.9% | $1,961-32.9% | $2,111-37.7% |
| Participant deferral / active EE | $4,099 | $2,277+80.0% | $3,108+31.9% | $3,350+22.4% |
| Admin fee / account holder | $85 | $467-81.7% | $5,060-98.3% | $521-83.6% |