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 | $5,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,396 | $74,347+31.0% | $93,606+4.0% | $67,579+44.1% |
| Participation rate | 94.8% | 80.6%+14.1pp | 75.8%+18.9pp | 71.3%+23.5pp |
| Annual return | 15.40% | 28.07%-12.7pp | 32.76%-17.4pp | 378.56%-363.2pp |
| Employer contribution / active EE | $3,855 | $2,583+49.2% | $2,718+41.8% | $2,148+79.5% |
| Participant deferral / active EE | $4,327 | $4,060+6.6% | $4,069+6.3% | $3,539+22.3% |
| Admin fee / account holder | $5 | $123-96.1% | $7,888-99.9% | $142-96.6% |