Filed January 16, 1998
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $334,400 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 26 · EIN 13-2834414 | Advisory (Participants) | $77,121 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN Service code 29 · EIN 43-1947695 | Legal | $9,253 |
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 | $162,645 | $85,635+89.9% | $123,892+31.3% | $63,975+154.2% |
| Participation rate | 96.6% | 74.9%+21.6pp | 81.4%+15.1pp | 71.1%+25.4pp |
| Annual return | 7.52% | 15.74%-8.2pp | 47.52%-40.0pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,876 | $3,076-39.0% | $4,617-59.4% | $2,182-14.0% |
| Participant deferral / active EE | $8,373 | $5,667+47.8% | $5,984+39.9% | $3,356+149.5% |
| Admin fee / account holder | $77 | $75+2.6% | $8,357-99.1% | $70+9.1% |