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 | $4,668 |
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 | $72,352 | $31,388+130.5% | $73,545-1.6% | $62,292+16.1% |
| Participation rate | 89.0% | 39.9%+49.2pp | 54.9%+34.1pp | 69.5%+19.5pp |
| Annual return | 15.62% | 25.34%-9.7pp | -15.16%+30.8pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,199 | $498+140.7% | $1,219-1.7% | $2,042-41.3% |
| Participant deferral / active EE | $4,138 | $1,028+302.3% | $1,806+129.1% | $3,169+30.6% |
| Admin fee / account holder | $27 | $299-91.0% | $2,320-98.8% | $479-94.4% |