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) | $5,841 |
BENEFITS, INC.4+ years Filed as: BENEFITS INC. Service code 22 · EIN 39-1458932 | Insurance Broker | $4,115 |
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 | $37,242 | $59,186-37.1% | $76,768-51.5% | $56,287-33.8% |
| Participation rate | 88.5% | 75.2%+13.3pp | 77.0%+11.5pp | 69.9%+18.6pp |
| Annual return | -3.18% | 6.62%-9.8pp | 2.43%-5.6pp | -9.96%+6.8pp |
| Employer contribution / active EE | $570 | $1,759-67.6% | $2,485-77.0% | $2,111-73.0% |
| Participant deferral / active EE | $4,821 | $3,255+48.1% | $3,852+25.2% | $3,350+43.9% |
| Admin fee / account holder | $63 | $489-87.1% | $6,675-99.1% | $521-87.9% |