Filed December 9, 1999 (most recent of 4 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 64 · EIN 04-2647786 | Recordkeeping Fees | $5,040 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,498 | $65,223+26.5% | $80,019+3.1% | $55,725+48.0% |
| Participation rate | 92.9% | 80.6%+12.3pp | 75.8%+17.0pp | 70.9%+22.0pp |
| Annual return | -2.99% | 7.59%-10.6pp | 11.22%-14.2pp | 244.93%-247.9pp |
| Employer contribution / active EE | $3,602 | $2,544+41.6% | $2,468+46.0% | $2,078+73.3% |
| Participant deferral / active EE | $3,925 | $3,881+1.1% | $3,686+6.5% | $3,356+17.0% |
| Admin fee / account holder | $4 | $114-96.4% | $6,521-99.9% | $115-96.5% |