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 | $56,756 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,458 | $50,458-39.6% | $159,960-81.0% | $64,808-53.0% |
| Participation rate | 90.8% | 68.0%+22.8pp | 78.0%+12.8pp | 71.5%+19.3pp |
| Annual return | -18.03% | -13.42%-4.6pp | 408.60%-426.6pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,670 | $1,722-3.0% | $4,226-60.5% | $2,506-33.3% |
| Participant deferral / active EE | $4,276 | $4,004+6.8% | $6,182-30.8% | $4,310-0.8% |
| Admin fee / account holder | $96 | $706-86.4% | $8,698-98.9% | $188-48.9% |