Filed September 23, 1999
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 13 · EIN 06-1050034 | Contract Administrator | $160,987 |
ADVANCED BUSINESS GRAPHICS, INC.1+ years Service code 49 · EIN 75-2608733 | Other Services | $16,806 |
DOERENMAYHEW1+ years Service code 10 · EIN 36-4745545 | Accounting | $15,118 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,855 | $69,651-88.7% | $63,412-87.6% | $69,651-88.7% |
| Participation rate | 63.5% | 66.6%-3.0pp | 67.1%-3.6pp | 66.6%-3.0pp |
| Annual return | 1.30% | 53.77%-52.5pp | 4.04%-2.7pp | 53.77%-52.5pp |
| Employer contribution / active EE | $180 | $2,241-91.9% | $1,814-90.1% | $2,241-91.9% |
| Participant deferral / active EE | $964 | $3,635-73.5% | $2,496-61.4% | $3,635-73.5% |
| Admin fee / account holder | $18 | $63-71.7% | $3,753-99.5% | $63-71.7% |