Filed December 10, 1999
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 06-1050034 | Contract Administrator | $125,919 |
MERCER1+ years Service code 16 · EIN 30-0282430 | Consulting | $9,271 |
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 | $19,771 | $21,965-10.0% | $59,496-66.8% | $59,188-66.6% |
| Participation rate | 100.0% | 32.6%+67.4pp | 54.6%+45.4pp | 69.4%+30.6pp |
| Annual return | 1.11% | 22.15%-21.0pp | 182.05%-180.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $602 | $316+90.3% | $1,153-47.8% | $2,098-71.3% |
| Participant deferral / active EE | $2,238 | $732+205.8% | $1,829+22.3% | $3,265-31.5% |
| Admin fee / account holder | $99 | $74+33.0% | $2,232-95.6% | $92+7.3% |