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 | $7,914 |
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 | $65,161 | $28,109+131.8% | $71,086-8.3% | $56,287+15.8% |
| Participation rate | 92.7% | 40.4%+52.3pp | 54.7%+38.1pp | 69.9%+22.9pp |
| Annual return | -7.27% | -615.05%+607.8pp | 650.59%-657.9pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,386 | $558+148.6% | $1,088+27.5% | $2,111-34.3% |
| Participant deferral / active EE | $4,477 | $1,116+301.3% | $1,874+138.9% | $3,350+33.7% |
| Admin fee / account holder | $43 | $585-92.6% | $3,082-98.6% | $521-91.7% |