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 | $8,020 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $72,435 | $31,679+128.6% | $74,701-3.0% | $65,185+11.1% |
| Participation rate | 100.0% | 40.4%+59.6pp | 54.5%+45.5pp | 70.2%+29.8pp |
| Annual return | 20.33% | 39.04%-18.7pp | 752.92%-732.6pp | 29.38%-9.1pp |
| Employer contribution / active EE | $3,922 | $566+592.8% | $1,084+261.9% | $2,177+80.2% |
| Participant deferral / active EE | $4,945 | $1,191+315.2% | $1,964+151.8% | $3,514+40.7% |
| Admin fee / account holder | $39 | $379-89.7% | $3,333-98.8% | $847-95.4% |