Filed June 11, 2001
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 | $49,243 |
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 | $70,954 | $73,404-3.3% | $87,100-18.5% | $67,579+5.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 20.20% | 48.29%-28.1pp | 28.19%-8.0pp | 378.56%-358.4pp |
| Employer contribution / active EE | $2,787 | $2,014+38.4% | $2,521+10.5% | $2,148+29.7% |
| Participant deferral / active EE | $5,319 | $3,913+35.9% | $4,049+31.4% | $3,539+50.3% |
| Admin fee / account holder | $35 | $142-75.5% | $7,497-99.5% | $142-75.6% |