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 | $13,675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $26,994,401 | $168,231+15946.0% | $67,834+39695.0% | $63,975+42095.5% |
| Participation rate | 0.0% | 66.8%-66.8pp | 68.8%-68.8pp | 71.1%-71.1pp |
| Annual return | 14.70% | 11.76%+2.9pp | 138.47%-123.8pp | 48.65%-33.9pp |
| Employer contribution / active EE | $2,421 | $1,907+27.0% | $2,403+0.7% | $2,182+11.0% |
| Participant deferral / active EE | $3,062 | $2,827+8.3% | $3,160-3.1% | $3,356-8.8% |
| Admin fee / account holder | $1,896 | $81+2255.0% | $4,622-59.0% | $70+2592.4% |