Filed March 17, 1
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 13 · EIN 42-0127290 | Contract Administrator | $68,233 |
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 | $114,482 | $52,670+117.4% | $90,404+26.6% | $73,409+56.0% |
| Participation rate | 93.4% | 67.7%+25.7pp | 72.7%+20.7pp | 72.2%+21.2pp |
| Annual return | 17.69% | 20.70%-3.0pp | 1293.02%-1275.3pp | 59.29%-41.6pp |
| Employer contribution / active EE | $2,380 | $1,872+27.2% | $3,262-27.0% | $2,234+6.6% |
| Participant deferral / active EE | $7,874 | $2,807+180.5% | $3,963+98.7% | $3,805+106.9% |
| Admin fee / account holder | $145 | $117+24.4% | $5,611-97.4% | $158-8.0% |