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 | $29,937 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $106,776 | $55,636+91.9% | $81,983+30.2% | $73,488+45.3% |
| Participation rate | 78.1% | 62.3%+15.9pp | 69.2%+8.9pp | 70.7%+7.5pp |
| Annual return | 11.36% | 19.07%-7.7pp | 41.31%-29.9pp | 28.51%-17.2pp |
| Employer contribution / active EE | $296 | $1,625-81.8% | $2,498-88.2% | $2,270-87.0% |
| Participant deferral / active EE | $4,988 | $2,762+80.6% | $3,722+34.0% | $3,740+33.4% |
| Admin fee / account holder | $6 | $493-98.7% | $5,664-99.9% | $513-98.8% |