Filed July 5, 2001
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 60 · EIN 04-2647786 | Sub-TA Fees | $5,079 |
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 | $64,065 | $37,196+72.2% | $154,107-58.4% | $55,725+15.0% |
| Participation rate | 92.7% | 64.1%+28.6pp | 83.0%+9.7pp | 70.9%+21.9pp |
| Annual return | 0.06% | 1319.68%-1319.6pp | 735.12%-735.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $2,541 | $1,614+57.4% | $5,298-52.0% | $2,078+22.3% |
| Participant deferral / active EE | $2,880 | $2,068+39.3% | $5,081-43.3% | $3,356-14.2% |
| Admin fee / account holder | $5 | $102-94.7% | $13,411-100.0% | $115-95.3% |