Filed January 22, 1998
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 |
|---|---|---|
ROBERT M. FORETICH /2+ years Service code 16 · EIN 68-0513419 | Consulting | $24,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,722 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,574 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $30,433 | $46,173-34.1% | $170,442-82.1% | $69,631-56.3% |
| Participation rate | 84.7% | 63.9%+20.8pp | 83.6%+1.1pp | 70.7%+14.0pp |
| Annual return | 17.45% | 21.62%-4.2pp | 205.93%-188.5pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,598 | $1,610-0.7% | $5,433-70.6% | $2,032-21.4% |
| Participant deferral / active EE | $2,289 | $2,080+10.1% | $4,939-53.6% | $3,224-29.0% |
| Admin fee / account holder | $62 | $116-46.2% | $13,880-99.6% | $110-43.5% |