Filed May 14, 1998 (most recent of 3 filings on file)
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 |
|---|---|---|
SAGEWORTH TRUST COMPANY1+ years Service code 16 · EIN 23-3089620 | Consulting | $111,993 |
SMITH & DOWNEY1+ years Service code 29 · EIN 52-1839270 | Legal | $72,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,705 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,211 |
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 | $46,969 | $54,890-14.4% | $63,517-26.1% | $59,188-20.6% |
| Participation rate | 98.1% | 75.6%+22.5pp | 71.0%+27.0pp | 69.4%+28.6pp |
| Annual return | 1.99% | 4.56%-2.6pp | -70.30%+72.3pp | 5.51%-3.5pp |
| Employer contribution / active EE | $2,106 | $1,831+15.0% | $2,322-9.3% | $2,098+0.4% |
| Participant deferral / active EE | $2,240 | $2,803-20.1% | $2,953-24.2% | $3,265-31.4% |
| Admin fee / account holder | $69 | $66+3.6% | $5,892-98.8% | $92-25.7% |