Filed February 10, 1995
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 35-0145825 | Recordkeeping | $17,811 |
DAVID N. MILLER & COMPANY, LLP1+ years Service code 10 · EIN 76-0631730 | Accounting | $5,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $58,397 | $57,096+2.3% | $94,224-38.0% | $55,191+5.8% |
| Participation rate | 38.1% | 75.7%-37.6pp | 78.8%-40.7pp | 69.2%-31.1pp |
| Annual return | 1.64% | 159.65%-158.0pp | 10.68%-9.0pp | 10.78%-9.1pp |
| Employer contribution / active EE | $447 | $1,708-73.8% | $3,587-87.5% | $1,899-76.4% |
| Participant deferral / active EE | $1,915 | $3,165-39.5% | $4,320-55.7% | $3,046-37.1% |
| Admin fee / account holder | $37 | $89-58.7% | $6,269-99.4% | $91-59.4% |