Filed February 6, 1998 (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 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 60 · EIN 04-2647786 | Sub-TA Fees | -$60,650 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $164,018 | $63,905+156.7% | $74,183+121.1% | $57,658+184.5% |
| Participation rate | 99.2% | 79.8%+19.4pp | 76.6%+22.6pp | 70.2%+29.0pp |
| Annual return | 7.99% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $9,063 | $1,840+392.5% | $2,370+282.4% | $1,974+359.2% |
| Participant deferral / active EE | $2,214 | $3,448-35.8% | $3,550-37.6% | $3,061-27.6% |
| Admin fee / account holder | $1 | $91-98.9% | $5,586-100.0% | $95-99.0% |