Filed November 5, 1997
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 |
|---|---|---|
DICICCO, GULMAN & COMPANY LLP2+ years Service code 10 · EIN 04-3296226 | Accounting | $19,009 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $11,383 |
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 | $91,511 | $63,905+43.2% | $74,183+23.4% | $57,658+58.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.93% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $2,662 | $1,840+44.6% | $2,370+12.3% | $1,974+34.9% |
| Participant deferral / active EE | $3,769 | $3,448+9.3% | $3,550+6.2% | $3,061+23.2% |
| Admin fee / account holder | $28 | $91-68.8% | $5,586-99.5% | $95-69.9% |