Filed July 14, 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 |
|---|---|---|
FINANCIAL MANAGEMENT PROFESSIONALS11+ years Service code 15 · EIN 74-2467408 | Recordkeeping | $33,786 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,812 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $96,740 | $83,369+16.0% | $105,223-8.1% | $67,986+42.3% |
| Participation rate | 89.3% | 56.3%+33.0pp | 75.0%+14.3pp | 57.2%+32.1pp |
| Annual return | 14.04% | 24.64%-10.6pp | 180.65%-166.6pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,066 | $2,541-58.0% | $3,689-71.1% | $2,019-47.2% |
| Participant deferral / active EE | $4,145 | $3,295+25.8% | $5,072-18.3% | $3,358+23.4% |
| Admin fee / account holder | $238 | $4,073-94.2% | $8,859-97.3% | $3,203-92.6% |