Filed January 12, 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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $766,721 |
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 | $84,205 | $49,890+68.8% | $104,607-19.5% | $106,222-20.7% |
| Participation rate | 74.7% | 45.0%+29.6pp | 74.1%+0.6pp | 70.8%+3.9pp |
| Annual return | 14.37% | 18.07%-3.7pp | 340.46%-326.1pp | 21.69%-7.3pp |
| Employer contribution / active EE | $1,157 | $809+43.0% | $2,681-56.8% | $2,723-57.5% |
| Participant deferral / active EE | $3,911 | $1,699+130.3% | $3,740+4.6% | $4,600-15.0% |
| Admin fee / account holder | $44 | $56-22.0% | $6,473-99.3% | $78-44.0% |