Filed May 7, 1997
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 15 · EIN 84-0467907 | Recordkeeping | $5,975 |
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 | $145,880 | $168,231-13.3% | $67,834+115.1% | $63,975+128.0% |
| Participation rate | 96.0% | 66.8%+29.2pp | 68.8%+27.2pp | 71.1%+24.8pp |
| Annual return | 11.38% | 11.76%-0.4pp | 138.47%-127.1pp | 48.65%-37.3pp |
| Employer contribution / active EE | $3,426 | $1,907+79.6% | $2,403+42.5% | $2,182+57.0% |
| Participant deferral / active EE | $4,100 | $2,827+45.1% | $3,160+29.8% | $3,356+22.2% |
| Admin fee / account holder | $5 | $81-93.7% | $4,622-99.9% | $70-92.8% |