Filed May 15, 1997
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 |
|---|---|---|
GARY M. TIBONI, CPA1 year Filed as: GARY J. GEIGER SJS INVESTMENTS SERV Service code 27 · EIN 34-1803756 | Advisory (Plan) | $10,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,297 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,369 | $64,909-53.2% | $82,313-63.1% | $62,292-51.2% |
| Participation rate | 79.5% | 74.9%+4.6pp | 76.9%+2.6pp | 69.5%+10.0pp |
| Annual return | 23.98% | 21.18%+2.8pp | 25.88%-1.9pp | 28.90%-4.9pp |
| Employer contribution / active EE | $858 | $1,676-48.8% | $2,428-64.7% | $2,042-58.0% |
| Participant deferral / active EE | $1,710 | $3,103-44.9% | $3,706-53.9% | $3,169-46.0% |
| Admin fee / account holder | $155 | $440-64.7% | $5,608-97.2% | $479-67.7% |