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 LLP6+ years Filed as: HOWARD & CO., LLP Service code 10 · EIN 20-2257536 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,225 | $91,552+2.9% | $133,956-29.7% | $79,858+18.0% |
| Participation rate | 87.5% | 73.3%+14.2pp | 79.8%+7.7pp | 69.6%+17.9pp |
| Annual return | 18.43% | 61.85%-43.4pp | 45.09%-26.7pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,168 | $2,384-51.0% | $3,919-70.2% | $2,471-52.7% |
| Participant deferral / active EE | $5,390 | $3,733+44.4% | $5,048+6.8% | $3,740+44.1% |
| Admin fee / account holder | $119 | $6,321-98.1% | $8,927-98.7% | $5,306-97.8% |