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 | $20,334 |
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 | $96,885 | $44,425+118.1% | $67,834+42.8% | $55,167+75.6% |
| Participation rate | 66.0% | 59.7%+6.3pp | 68.8%-2.8pp | 69.0%-3.0pp |
| Annual return | 8.35% | 17.80%-9.5pp | 138.47%-130.1pp | 169.23%-160.9pp |
| Employer contribution / active EE | $337 | $1,351-75.1% | $2,403-86.0% | $1,963-82.8% |
| Participant deferral / active EE | $4,015 | $2,166+85.4% | $3,160+27.1% | $3,054+31.5% |
| Admin fee / account holder | $1 | $530-99.8% | $4,622-100.0% | $504-99.8% |