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 | $3,149 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,173 | $93,131+10.8% | $106,548-3.2% | $86,799+18.9% |
| Participation rate | 93.7% | 81.4%+12.3pp | 76.1%+17.6pp | 72.3%+21.4pp |
| Annual return | 9.47% | 19.45%-10.0pp | 26.80%-17.3pp | 97.91%-88.4pp |
| Employer contribution / active EE | $3,872 | $2,895+33.7% | $2,819+37.4% | $2,405+61.0% |
| Participant deferral / active EE | $4,353 | $4,708-7.5% | $4,398-1.0% | $4,131+5.4% |
| Admin fee / account holder | $3 | $145-98.2% | $7,407-100.0% | $170-98.4% |