Filed April 5, 1999
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 15 · EIN 35-0145825 | Recordkeeping | $14,601 |
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 | $91,412 | $46,745+95.6% | $60,547+51.0% | $52,331+74.7% |
| Participation rate | 63.2% | 58.6%+4.6pp | 68.0%-4.8pp | 68.1%-4.9pp |
| Annual return | 2.66% | 0.61%+2.1pp | 335.64%-333.0pp | 4.54%-1.9pp |
| Employer contribution / active EE | $339 | $1,259-73.1% | $2,419-86.0% | $1,882-82.0% |
| Participant deferral / active EE | $3,903 | $2,145+82.0% | $3,328+17.3% | $3,022+29.2% |
| Admin fee / account holder | $4 | $537-99.3% | $4,536-99.9% | $592-99.4% |