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 | $799,576 |
MERCER2 years Service code 10 · EIN 61-0736136 | Accounting | $178,824 |
DOERENMAYHEW6+ years Service code 10 · EIN 36-4745545 | Accounting | $21,530 |
Annual investment return 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).
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 | $13,928 | $93,223-85.1% | $93,406-85.1% | $93,223-85.1% |
| Participation rate | 92.8% | 74.9%+17.9pp | 66.8%+26.0pp | 74.9%+17.9pp |
| Annual return | 12.21% | 19.29%-7.1pp | 78.05%-65.8pp | 19.29%-7.1pp |
| Employer contribution / active EE | $463 | $2,680-82.7% | $2,075-77.7% | $2,680-82.7% |
| Participant deferral / active EE | $2,205 | $4,563-51.7% | $3,126-29.5% | $4,563-51.7% |
| Admin fee / account holder | $76 | $79-3.6% | $5,230-98.5% | $79-3.6% |