Filed August 17, 1989
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 42-0127290 | Contract Administrator | $547,735 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,415 | $106,087-35.5% | $86,677-21.1% | $78,044-12.3% |
| Participation rate | 94.1% | 89.6%+4.5pp | 76.6%+17.5pp | 74.4%+19.7pp |
| Annual return | -13.48% | -14.87%+1.4pp | 35.91%-49.4pp | 10.87%-24.4pp |
| Employer contribution / active EE | $2,842 | $4,110-30.8% | $2,836+0.2% | $3,125-9.0% |
| Participant deferral / active EE | $5,506 | $6,851-19.6% | $4,656+18.3% | $5,084+8.3% |
| Admin fee / account holder | $46 | $81-43.5% | $7,493-99.4% | $79-41.8% |