Filed September 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 6-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 |
|---|---|---|
ERNST & YOUNG LLP1 year Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $21,973 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,561 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,691 | $107,378-46.3% | $108,579-46.9% | $57,658+0.1% |
| Participation rate | 66.9% | 77.1%-10.2pp | 79.6%-12.7pp | 70.2%-3.4pp |
| Annual return | 6.53% | 12.80%-6.3pp | -51.70%+58.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $1,021 | $1,782-42.7% | $3,758-72.8% | $1,974-48.3% |
| Participant deferral / active EE | $2,937 | $3,221-8.8% | $4,311-31.9% | $3,061-4.0% |
| Admin fee / account holder | $118 | $108+9.2% | $7,645-98.5% | $95+25.3% |