Filed October 7, 1998
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 15 · EIN 35-0145825 | Recordkeeping | $68,677 |
SEYER INDUSTRIES6 years Service code 28 · EIN 43-0886139 | Investment Management | $0 |
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 | $124,798 | $88,982+40.3% | $102,438+21.8% | $77,671+60.7% |
| Participation rate | 77.5% | 80.9%-3.4pp | 76.5%+1.0pp | 70.6%+7.0pp |
| Annual return | 15.29% | 25.01%-9.7pp | 29.37%-14.1pp | 31.21%-15.9pp |
| Employer contribution / active EE | $2,703 | $2,698+0.2% | $3,024-10.6% | $2,726-0.9% |
| Participant deferral / active EE | $4,990 | $5,144-3.0% | $5,054-1.3% | $4,648+7.4% |
| Admin fee / account holder | $7 | $236-97.0% | $9,448-99.9% | $430-98.4% |