Filed February 24, 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 |
|---|---|---|
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $1,696 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,261 | $51,466-2.3% | $78,778-36.2% | $62,292-19.3% |
| Participation rate | 59.1% | 59.8%-0.7pp | 69.2%-10.1pp | 69.5%-10.5pp |
| Annual return | 13.86% | 19.96%-6.1pp | 35.62%-21.8pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,031 | $827+24.6% | $1,986-48.1% | $2,042-49.5% |
| Participant deferral / active EE | $3,146 | $2,147+46.5% | $2,958+6.3% | $3,169-0.7% |
| Admin fee / account holder | $81 | $489-83.3% | $5,134-98.4% | $479-83.0% |