Filed January 5, 1996
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 |
|---|---|---|
Filed as: JOHN MASON Service code 16 4697 AUTUMN GLORY WAY · CHANTILLY, VA 20151 | Consulting | $22,792 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,502 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,113 | $75,183-21.4% | $123,892-52.3% | $55,167+7.2% |
| Participation rate | 57.8% | 72.8%-15.0pp | 81.4%-23.6pp | 69.0%-11.1pp |
| Annual return | 7.16% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $902 | $2,823-68.0% | $4,617-80.5% | $1,963-54.0% |
| Participant deferral / active EE | $3,746 | $5,084-26.3% | $5,984-37.4% | $3,054+22.7% |
| Admin fee / account holder | $177 | $663-73.3% | $8,357-97.9% | $504-64.9% |