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 INC2+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,004 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,380 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,813 | $107,378+0.4% | $108,579-0.7% | $57,658+87.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 8.11% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+3.0pp |
| Employer contribution / active EE | $4,054 | $1,782+127.5% | $3,758+7.9% | $1,974+105.4% |
| Participant deferral / active EE | $7,625 | $3,221+136.8% | $4,311+76.9% | $3,061+149.1% |
| Admin fee / account holder | $29 | $108-73.7% | $7,645-99.6% | $95-69.8% |