Filed June 17, 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 37 · EIN 04-2647786 | Loan Processing | $21,444 |
LBMC, PC1 year Service code 16 201 FRANKLIN ROAD · BRENTWOOD, TN 37027 | Consulting | $18,850 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,402 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $101,418 | $84,784+19.6% | $98,439+3.0% | $74,419+36.3% |
| Participation rate | 73.5% | 81.5%-8.0pp | 75.2%-1.6pp | 70.7%+2.8pp |
| Annual return | 10.54% | 20.59%-10.0pp | 21.16%-10.6pp | 34.38%-23.8pp |
| Employer contribution / active EE | $2,169 | $3,364-35.5% | $3,048-28.8% | $2,637-17.8% |
| Participant deferral / active EE | $5,001 | $5,218-4.2% | $4,738+5.5% | $4,528+10.4% |
| Admin fee / account holder | $92 | $204-55.1% | $8,948-99.0% | $348-73.6% |