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 | $28,204 |
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 | $97,558 | $42,396+130.1% | $67,313+44.9% | $56,287+73.3% |
| Participation rate | 77.3% | 61.0%+16.3pp | 69.1%+8.2pp | 69.9%+7.5pp |
| Annual return | -3.80% | -36.63%+32.8pp | -4.08%+0.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $263 | $1,414-81.4% | $2,566-89.8% | $2,111-87.5% |
| Participant deferral / active EE | $4,407 | $2,360+86.8% | $3,568+23.5% | $3,350+31.6% |
| Admin fee / account holder | $7 | $510-98.6% | $4,507-99.8% | $521-98.6% |