Filed December 30, 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,991 |
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 | $74,906 | $25,723+191.2% | $69,182+8.3% | $55,167+35.8% |
| Participation rate | 77.4% | 39.4%+38.0pp | 55.1%+22.3pp | 69.0%+8.5pp |
| Annual return | 5.42% | 9.56%-4.1pp | -21.93%+27.4pp | 169.23%-163.8pp |
| Employer contribution / active EE | $1,300 | $480+170.5% | $1,206+7.8% | $1,963-33.8% |
| Participant deferral / active EE | $4,041 | $963+319.4% | $1,897+113.0% | $3,054+32.3% |
| Admin fee / account holder | $30 | $365-91.8% | $2,697-98.9% | $504-94.1% |