Filed September 24, 1996
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 06-1050034 | Contract Administrator | $53,533 |
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 | $51,364 | $72,770-29.4% | $67,652-24.1% | $55,191-6.9% |
| Participation rate | 95.8% | 78.8%+17.0pp | 75.7%+20.2pp | 69.2%+26.7pp |
| Annual return | 0.82% | -3.26%+4.1pp | 6625.04%-6624.2pp | 10.78%-10.0pp |
| Employer contribution / active EE | $2,149 | $1,769+21.5% | $2,266-5.1% | $1,899+13.2% |
| Participant deferral / active EE | $2,645 | $3,408-22.4% | $3,560-25.7% | $3,046-13.2% |
| Admin fee / account holder | $68 | $79-14.3% | $4,821-98.6% | $91-25.6% |