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 | $1,452 |
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 | $86,469 | $84,784+2.0% | $98,439-12.2% | $74,419+16.2% |
| Participation rate | 94.3% | 81.5%+12.8pp | 75.2%+19.2pp | 70.7%+23.6pp |
| Annual return | 12.94% | 20.59%-7.6pp | 21.16%-8.2pp | 34.38%-21.4pp |
| Employer contribution / active EE | $4,511 | $3,364+34.1% | $3,048+48.0% | $2,637+71.0% |
| Participant deferral / active EE | $4,669 | $5,218-10.5% | $4,738-1.4% | $4,528+3.1% |
| Admin fee / account holder | $1 | $204-99.5% | $8,948-100.0% | $348-99.7% |