Filed December 28, 2000
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 9-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 01-0233346 | Recordkeeping | $800 |
Participant 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).
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 | $32,249 | $66,310-51.4% | $93,606-65.5% | $65,185-50.5% |
| Participation rate | 97.8% | 74.0%+23.8pp | 75.8%+21.9pp | 70.2%+27.6pp |
| Annual return | 2.31% | 42.58%-40.3pp | 32.76%-30.5pp | 29.38%-27.1pp |
| Employer contribution / active EE | $1,064 | $2,012-47.1% | $2,718-60.9% | $2,177-51.1% |
| Participant deferral / active EE | $896 | $3,342-73.2% | $4,069-78.0% | $3,514-74.5% |
| Admin fee / account holder | $97 | $6,897-98.6% | $7,888-98.8% | $847-88.5% |