Filed December 19, 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 15 · EIN 01-0233346 | Recordkeeping | $528 |
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 | $155,340 | $61,616+152.1% | $105,722+46.9% | $55,167+181.6% |
| Participation rate | 89.7% | 72.9%+16.7pp | 78.9%+10.7pp | 69.0%+20.7pp |
| Annual return | 7.86% | 11.15%-3.3pp | 12.25%-4.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $4,079-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,874 | $4,213+86.9% | $5,326+47.9% | $3,054+157.8% |
| Admin fee / account holder | $2 | $379-99.4% | $8,308-100.0% | $504-99.6% |