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 |
|---|---|---|
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $13,507 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,553 |
ERNST & YOUNG LLP2 years Service code 10 · EIN 34-6565596 | Accounting | $7,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,345 |
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 | $63,328 | $62,267+1.7% | $110,238-42.6% | $55,725+13.6% |
| Participation rate | 65.8% | 78.1%-12.3pp | 79.8%-14.0pp | 70.9%-5.0pp |
| Annual return | -6.14% | -1.07%-5.1pp | 314.74%-320.9pp | 244.93%-251.1pp |
| Employer contribution / active EE | $1,178 | $1,941-39.3% | $3,826-69.2% | $2,078-43.3% |
| Participant deferral / active EE | $3,406 | $3,516-3.1% | $4,672-27.1% | $3,356+1.5% |
| Admin fee / account holder | $55 | $121-54.3% | $8,547-99.4% | $115-52.0% |