Filed February 28, 1996 (most recent of 3 filings on file)
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 8-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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,538 |
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 | $106,415 | $56,199+89.4% | $67,652+57.3% | $59,632+78.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 2.36% | 18505.31%-18503.0pp | 6625.04%-6622.7pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $1,897 | $1,614+17.5% | $2,266-16.3% | $2,203-13.9% |
| Participant deferral / active EE | $4,800 | $2,844+68.8% | $3,560+34.8% | $3,192+50.4% |
| Admin fee / account holder | $14 | $3,958-99.6% | $4,821-99.7% | $4,297-99.7% |