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 | $449,646 |
MERCER1 year Service code 10 · EIN 61-0736136 | Accounting | $97,129 |
DOERENMAYHEW5+ years Service code 10 · EIN 36-4745545 | Accounting | $10,000 |
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 | $11,656 | $82,204-85.8% | $88,538-86.8% | $82,204-85.8% |
| Participation rate | 93.3% | 73.4%+19.9pp | 68.7%+24.6pp | 73.4%+19.9pp |
| Annual return | 21.19% | 26.31%-5.1pp | 43.64%-22.4pp | 26.31%-5.1pp |
| Employer contribution / active EE | $423 | $2,707-84.4% | $2,098-79.9% | $2,707-84.4% |
| Participant deferral / active EE | $2,112 | $4,246-50.2% | $2,914-27.5% | $4,246-50.2% |
| Admin fee / account holder | $44 | $76-41.6% | $4,310-99.0% | $76-41.6% |