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 | $224,016 |
ADVANCED BUSINESS GRAPHICS, INC.4+ years Service code 49 · EIN 75-2608733 | Other Services | $20,392 |
DOERENMAYHEW4+ years Service code 10 · EIN 36-4745545 | Accounting | $12,000 |
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).
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 | $9,150 | $73,367-87.5% | $75,826-87.9% | $73,367-87.5% |
| Participation rate | 92.9% | 69.5%+23.4pp | 68.2%+24.7pp | 69.5%+23.4pp |
| Annual return | -4.44% | 173.45%-177.9pp | 1914.15%-1918.6pp | 173.45%-177.9pp |
| Employer contribution / active EE | $351 | $2,499-85.9% | $1,913-81.6% | $2,499-85.9% |
| Participant deferral / active EE | $1,823 | $4,033-54.8% | $2,862-36.3% | $4,033-54.8% |
| Admin fee / account holder | $21 | $68-69.2% | $4,726-99.6% | $68-69.2% |