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 | $80,758 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 · EIN 82-1364595 | Advisory (Plan) | $12,500 |
Filed as: QUALIFIED PLAN ADMINISTRATORS Service code 27 · EIN 58-2133279 | Advisory (Plan) | $12,500 |
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 | $43,527 | $78,852-44.8% | $76,768-43.3% | $75,289-42.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.6pp |
| Annual return | -2.41% | -1.29%-1.1pp | 2.43%-4.8pp | -0.04%-2.4pp |
| Employer contribution / active EE | $1,546 | $2,794-44.7% | $2,485-37.8% | $2,405-35.7% |
| Participant deferral / active EE | $4,046 | $4,800-15.7% | $3,852+5.1% | $3,739+8.2% |
| Admin fee / account holder | $37 | $79-53.5% | $6,675-99.4% | $102-64.1% |