Filed January 28, 1998 (most recent of 2 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 60 · EIN 04-2647786 | Sub-TA Fees | $394,329 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $200,928 | $70,048+186.8% | $112,228+79.0% | $78,044+157.5% |
| Participation rate | 98.8% | 84.1%+14.7pp | 75.1%+23.7pp | 74.4%+24.4pp |
| Annual return | -20.68% | -10.85%-9.8pp | 27.45%-48.1pp | 10.87%-31.6pp |
| Employer contribution / active EE | $9,110 | $4,000+127.7% | $3,635+150.6% | $3,125+191.6% |
| Participant deferral / active EE | $11,028 | $3,679+199.7% | $4,728+133.3% | $5,084+116.9% |
| Admin fee / account holder | $40 | $127-68.3% | $6,410-99.4% | $79-49.0% |