Filed December 28, 2001
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 26 · EIN 71-0294708 | Advisory (Participants) | $4,651 |
BENEFITS, INC.1+ years Filed as: BENEFITS INC. Service code 22 · EIN 39-1458932 | Insurance Broker | $3,045 |
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 | $40,106 | $54,320-26.2% | $67,652-40.7% | $52,331-23.4% |
| Participation rate | 83.7% | 73.6%+10.1pp | 75.7%+8.0pp | 68.1%+15.6pp |
| Annual return | -1.70% | 6.81%-8.5pp | 6625.04%-6626.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $698 | $1,544-54.8% | $2,266-69.2% | $1,882-62.9% |
| Participant deferral / active EE | $4,973 | $2,950+68.6% | $3,560+39.7% | $3,022+64.6% |
| Admin fee / account holder | $64 | $527-87.9% | $4,821-98.7% | $592-89.2% |