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 | $3,199 |
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 | $105,559 | $85,135+24.0% | $98,907+6.7% | $73,409+43.8% |
| Participation rate | 92.3% | 81.1%+11.2pp | 76.0%+16.3pp | 72.2%+20.1pp |
| Annual return | 9.48% | 19.14%-9.7pp | 196.43%-187.0pp | 59.29%-49.8pp |
| Employer contribution / active EE | $4,071 | $2,721+49.6% | $2,689+51.4% | $2,234+82.3% |
| Participant deferral / active EE | $4,619 | $4,349+6.2% | $4,244+8.8% | $3,805+21.4% |
| Admin fee / account holder | $3 | $139-98.0% | $6,642-100.0% | $158-98.2% |