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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $135,259 |
401K ADVISORS INC5+ years Filed as: 401K ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,004 |
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 | $126,182 | $73,125+72.6% | $125,175+0.8% | $77,787+62.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 79.8%+20.2pp | 73.2%+26.8pp |
| Annual return | 23.77% | 24.71%-0.9pp | 43.79%-20.0pp | 32.57%-8.8pp |
| Employer contribution / active EE | $4,846 | $2,413+100.8% | $3,865+25.4% | $2,504+93.5% |
| Participant deferral / active EE | $8,412 | $3,966+112.1% | $4,937+70.4% | $3,967+112.0% |
| Admin fee / account holder | $105 | $89+17.7% | $9,702-98.9% | $100+5.2% |