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 INC3+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,004 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,055 |
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 | $121,212 | $71,666+69.1% | $117,854+2.8% | $69,631+74.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 19.52% | 18.86%+0.7pp | 335.08%-315.6pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $4,029 | $1,889+113.3% | $3,786+6.4% | $2,032+98.2% |
| Participant deferral / active EE | $7,644 | $3,340+128.9% | $4,482+70.6% | $3,224+137.1% |
| Admin fee / account holder | $27 | $120-77.6% | $8,020-99.7% | $110-75.5% |