Filed September 1, 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 | $50,124 |
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 | $41,151 | $80,211-48.7% | $74,183-44.5% | $63,975-35.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 29.40% | 14.13%+15.3pp | 17.74%+11.7pp | 48.65%-19.3pp |
| Employer contribution / active EE | $1,100 | $2,553-56.9% | $2,370-53.6% | $2,182-49.6% |
| Participant deferral / active EE | $2,867 | $4,370-34.4% | $3,550-19.2% | $3,356-14.6% |
| Admin fee / account holder | $20 | $67-70.3% | $5,586-99.6% | $70-71.7% |