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 Service code 10 3712 SOLUTIONS CENTER · CHICAGO, IL 606773007 | Accounting | $17,144 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,161 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,037 | $71,666-7.9% | $117,854-44.0% | $69,631-5.2% |
| Participation rate | 65.4% | 77.5%-12.2pp | 79.7%-14.3pp | 70.7%-5.3pp |
| Annual return | 19.96% | 18.86%+1.1pp | 335.08%-315.1pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,040 | $1,889-44.9% | $3,786-72.5% | $2,032-48.8% |
| Participant deferral / active EE | $3,122 | $3,340-6.5% | $4,482-30.3% | $3,224-3.1% |
| Admin fee / account holder | $70 | $120-42.0% | $8,020-99.1% | $110-36.9% |