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 | $49,998 |
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 | $40,014 | $56,152-28.7% | $185,823-78.5% | $73,409-45.5% |
| Participation rate | 93.0% | 67.6%+25.5pp | 78.0%+15.0pp | 72.2%+20.8pp |
| Annual return | 15.14% | 17.59%-2.5pp | 35.95%-20.8pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,776 | $1,532+16.0% | $4,087-56.5% | $2,234-20.5% |
| Participant deferral / active EE | $4,403 | $3,659+20.3% | $5,632-21.8% | $3,805+15.7% |
| Admin fee / account holder | $100 | $132-24.3% | $9,500-98.9% | $158-36.7% |