Filed December 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 |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $544 |
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 | $47,438 | $71,802-33.9% | $133,980-64.6% | $57,658-17.7% |
| Participation rate | 94.7% | 85.5%+9.2pp | 87.1%+7.6pp | 70.2%+24.5pp |
| Annual return | 8.84% | 13.51%-4.7pp | 29.30%-20.5pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,055 | $3,161-66.6% | $5,211-79.8% | $1,974-46.6% |
| Participant deferral / active EE | $3,521 | $4,606-23.6% | $6,282-43.9% | $3,061+15.0% |
| Admin fee / account holder | $21 | $88-76.1% | $9,324-99.8% | $95-77.8% |