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 | $72,533 |
Filed as: ASCENDE Service code 49 · EIN 80-0655250 | Other Services | $25,000 |
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 | $44,118 | $88,730-50.3% | $82,313-46.4% | $77,958-43.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 76.9%+23.1pp | 71.6%+28.4pp |
| Annual return | 19.32% | 20.88%-1.6pp | 25.88%-6.6pp | 20.87%-1.6pp |
| Employer contribution / active EE | $1,309 | $2,758-52.5% | $2,428-46.1% | $2,310-43.3% |
| Participant deferral / active EE | $3,517 | $4,634-24.1% | $3,706-5.1% | $3,537-0.6% |
| Admin fee / account holder | $34 | $74-54.2% | $5,608-99.4% | $97-65.2% |