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 | $25,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,241 | $46,297+129.5% | $71,671+48.2% | $62,292+70.6% |
| Participation rate | 64.3% | 60.6%+3.7pp | 68.7%-4.4pp | 69.5%-5.2pp |
| Annual return | 12.18% | 22.32%-10.1pp | 20.65%-8.5pp | 28.90%-16.7pp |
| Employer contribution / active EE | $235 | $1,412-83.3% | $2,460-90.4% | $2,042-88.5% |
| Participant deferral / active EE | $3,734 | $2,235+67.1% | $3,438+8.6% | $3,169+17.8% |
| Admin fee / account holder | $3 | $461-99.3% | $5,558-99.9% | $479-99.3% |