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) | $15,857 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,457 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,097 | $65,376-55.5% | $87,100-66.6% | $65,185-55.4% |
| Participation rate | 84.5% | 75.3%+9.1pp | 76.9%+7.6pp | 70.2%+14.3pp |
| Annual return | 16.02% | 31.27%-15.3pp | 28.19%-12.2pp | 29.38%-13.4pp |
| Employer contribution / active EE | $1,238 | $1,822-32.1% | $2,521-50.9% | $2,177-43.1% |
| Participant deferral / active EE | $2,307 | $3,388-31.9% | $4,049-43.0% | $3,514-34.4% |
| Admin fee / account holder | $227 | $520-56.3% | $7,497-97.0% | $847-73.2% |