Filed June 8, 2000
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 13 · EIN 41-0417830 | Contract Administrator | $41,460 |
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 | $35,026 | $48,471-27.7% | $182,532-80.8% | $67,579-48.2% |
| Participation rate | 94.1% | 67.2%+26.9pp | 78.0%+16.1pp | 71.3%+22.8pp |
| Annual return | 22.16% | 31.08%-8.9pp | 148.54%-126.4pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,592 | $1,461+8.9% | $4,076-61.0% | $2,148-25.9% |
| Participant deferral / active EE | $3,939 | $3,324+18.5% | $5,524-28.7% | $3,539+11.3% |
| Admin fee / account holder | $82 | $151-45.9% | $8,592-99.0% | $142-42.5% |