Filed May 26, 1995 (most recent of 2 filings on file)
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 01-0233346 | Recordkeeping | $675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,628 | $65,557+73.3% | $105,738+7.5% | $56,287+101.9% |
| Participation rate | 95.0% | 63.4%+31.6pp | 76.3%+18.7pp | 69.9%+25.1pp |
| Annual return | -4.43% | -1.32%-3.1pp | 6.27%-10.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,439 | $1,788+36.4% | $3,268-25.4% | $2,111+15.6% |
| Participant deferral / active EE | $4,971 | $2,418+105.6% | $4,080+21.8% | $3,350+48.4% |
| Admin fee / account holder | $554 | $561-1.4% | $6,913-92.0% | $521+6.3% |