Filed August 28, 1998
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 |
|---|---|---|
401K ADVISORS INC1+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,668 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,715 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $100,849 | $57,096+76.6% | $94,224+7.0% | $55,191+82.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 2.62% | 159.65%-157.0pp | 10.68%-8.1pp | 10.78%-8.2pp |
| Employer contribution / active EE | $3,923 | $1,708+129.7% | $3,587+9.4% | $1,899+106.6% |
| Participant deferral / active EE | $7,225 | $3,165+128.3% | $4,320+67.2% | $3,046+137.2% |
| Admin fee / account holder | $29 | $89-67.0% | $6,269-99.5% | $91-67.6% |