Filed December 31, 1996
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 |
|---|---|---|
BAILEY FUKUMOTO2+ years Service code 16 · EIN 94-2339481 | Consulting | $22,500 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 16 · EIN 26-0058143 | Consulting | $11,538 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON P.C. Service code 16 · EIN 94-2602731 | Consulting | $9,735 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,331 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,744 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $118,398 | $37,044+219.6% | $71,796+64.9% | $57,658+105.3% |
| Participation rate | 87.2% | 61.1%+26.1pp | 69.1%+18.1pp | 70.2%+17.0pp |
| Annual return | 7.42% | 12.64%-5.2pp | 78.04%-70.6pp | 5.13%+2.3pp |
| Employer contribution / active EE | $7,968 | $720+1006.5% | $1,924+314.1% | $1,974+303.7% |
| Participant deferral / active EE | $4,193 | $1,974+112.4% | $2,794+50.1% | $3,061+37.0% |
| Admin fee / account holder | $92 | $101-9.2% | $4,815-98.1% | $95-3.1% |