Filed September 9, 1997
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 26 · EIN 71-0294708 | Advisory (Participants) | $19,568 |
MAULDIN & JENKINS1 year Filed as: MAULDIN AND JENKINS Service code 99 · EIN 58-0692043 | Other Fees | $8,573 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,007 | $89,739-51.0% | $149,718-70.6% | $62,292-29.4% |
| Participation rate | 88.3% | 85.1%+3.2pp | 87.1%+1.2pp | 69.5%+18.8pp |
| Annual return | 15.71% | 21.01%-5.3pp | 1501.63%-1485.9pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,827 | $3,233-43.5% | $5,445-66.4% | $2,042-10.5% |
| Participant deferral / active EE | $2,526 | $4,797-47.3% | $6,569-61.5% | $3,169-20.3% |
| Admin fee / account holder | $68 | $551-87.7% | $11,283-99.4% | $479-85.8% |