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 |
|---|---|---|
Service code 27 · EIN 34-1803756 | Advisory (Plan) | $15,119 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,717 |
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 | $27,319 | $59,186-53.8% | $76,768-64.4% | $56,287-51.5% |
| Participation rate | 81.4% | 75.2%+6.2pp | 77.0%+4.5pp | 69.9%+11.6pp |
| Annual return | -6.29% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $945 | $1,759-46.3% | $2,485-62.0% | $2,111-55.2% |
| Participant deferral / active EE | $1,884 | $3,255-42.1% | $3,852-51.1% | $3,350-43.7% |
| Admin fee / account holder | $203 | $489-58.4% | $6,675-97.0% | $521-60.9% |