Filed April 3, 2003
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,833 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,718 | $46,360-27.3% | $147,614-77.2% | $52,331-35.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -95.15% | 1.62%-96.8pp | 61.98%-157.1pp | 4.54%-99.7pp |
| Employer contribution / active EE | -$43,508 | $2,126-2146.3% | $5,564-881.9% | $1,882-2412.2% |
| Participant deferral / active EE | $2,971 | $2,258+31.6% | $4,895-39.3% | $3,022-1.7% |
| Admin fee / account holder | $25 | $766-96.7% | $11,611-99.8% | $592-95.8% |