Filed November 3, 1998
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 |
|---|---|---|
HOWARD LLP2+ years Filed as: HOWARD & CO., LLP Service code 10 · EIN 20-2257536 | Accounting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $56,536 | $107,378-47.3% | $108,579-47.9% | $57,658-1.9% |
| Participation rate | 66.3% | 77.1%-10.8pp | 79.6%-13.2pp | 70.2%-3.9pp |
| Annual return | 8.07% | 12.80%-4.7pp | -51.70%+59.8pp | 5.13%+2.9pp |
| Employer contribution / active EE | $658 | $1,782-63.1% | $3,758-82.5% | $1,974-66.7% |
| Participant deferral / active EE | $2,870 | $3,221-10.9% | $4,311-33.4% | $3,061-6.2% |
| Admin fee / account holder | $52 | $108-52.3% | $7,645-99.3% | $95-45.2% |