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 | $1,000 |
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 | $164,744 | $67,598+143.7% | $75,886+117.1% | $77,787+111.8% |
| Participation rate | 97.8% | 69.6%+28.3pp | 69.3%+28.6pp | 73.2%+24.6pp |
| Annual return | 21.62% | 23.18%-1.6pp | 30.76%-9.1pp | 32.57%-11.0pp |
| Employer contribution / active EE | $3,371 | $2,430+38.7% | $2,500+34.8% | $2,504+34.6% |
| Participant deferral / active EE | $4,164 | $3,502+18.9% | $3,603+15.6% | $3,967+5.0% |
| Admin fee / account holder | $0 | $96-99.5% | $5,418-100.0% | $100-99.5% |