Filed November 27, 1995
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 |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $37,642 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,016 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,099 | $59,417-8.9% | $93,606-42.2% | $74,495-27.4% |
| Participation rate | 78.3% | 59.7%+18.6pp | 68.7%+9.5pp | 67.2%+11.1pp |
| Annual return | -20.95% | 81.83%-102.8pp | 133.20%-154.1pp | 1364.94%-1385.9pp |
| Employer contribution / active EE | $9 | $1,264-99.3% | $2,420-99.6% | $2,623-99.6% |
| Participant deferral / active EE | $6,403 | $3,050+109.9% | $4,411+45.2% | $4,346+47.3% |
| Admin fee / account holder | $220 | $3,021-92.7% | $8,285-97.3% | $1,942-88.7% |