Filed November 16, 1995
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 |
|---|---|---|
401(K) ADVISORS INC2+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,726 |
KESTRA INVESTMENT SERVICES LLC2+ years Service code 49 · EIN 74-2794194 | Other Services | $5,770 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,542 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $132,162 | $67,606+95.5% | $82,313+60.6% | $70,131+88.5% |
| Participation rate | 90.8% | 72.8%+18.0pp | 76.9%+13.9pp | 69.5%+21.3pp |
| Annual return | 12.24% | 21.57%-9.3pp | 25.88%-13.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $407 | $1,755-76.8% | $2,428-83.2% | $2,342-82.6% |
| Participant deferral / active EE | $5,888 | $2,987+97.1% | $3,706+58.9% | $3,332+76.7% |
| Admin fee / account holder | $25 | $4,512-99.4% | $5,608-99.6% | $4,645-99.5% |