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 INC4+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,004 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $13,029 |
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 | $114,438 | $62,267+83.8% | $110,238+3.8% | $55,725+105.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | 6.94% | -1.07%+8.0pp | 314.74%-307.8pp | 244.93%-238.0pp |
| Employer contribution / active EE | $4,872 | $1,941+151.0% | $3,826+27.3% | $2,078+134.5% |
| Participant deferral / active EE | $7,722 | $3,516+119.6% | $4,672+65.3% | $3,356+130.1% |
| Admin fee / account holder | $27 | $121-77.6% | $8,547-99.7% | $115-76.5% |