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 | $65,629 |
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 | $36,884 | $56,638-34.9% | $169,368-78.2% | $74,419-50.4% |
| Participation rate | 87.8% | 67.5%+20.3pp | 77.1%+10.6pp | 70.7%+17.0pp |
| Annual return | 19.79% | 24.75%-5.0pp | 405.60%-385.8pp | 34.38%-14.6pp |
| Employer contribution / active EE | $2,114 | $2,027+4.3% | $4,013-47.3% | $2,637-19.8% |
| Participant deferral / active EE | $5,033 | $4,223+19.2% | $6,221-19.1% | $4,528+11.2% |
| Admin fee / account holder | $118 | $307-61.4% | $9,003-98.7% | $348-65.9% |