Filed February 26, 2002
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 64 · EIN 04-2647786 | Recordkeeping Fees | $9,835 |
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 | $97,103 | $117,734-17.5% | $115,752-16.1% | $77,958+24.6% |
| Participation rate | 96.9% | 82.0%+14.8pp | 77.8%+19.1pp | 71.6%+25.2pp |
| Annual return | 114.91% | 17.65%+97.3pp | 19.41%+95.5pp | 20.87%+94.0pp |
| Employer contribution / active EE | $2,552 | $2,736-6.7% | $3,492-26.9% | $2,310+10.5% |
| Participant deferral / active EE | $4,486 | $4,435+1.1% | $5,204-13.8% | $3,537+26.8% |
| Admin fee / account holder | $0 | $75-100.0% | $6,278-100.0% | $97-100.0% |