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 | $96,124 | $74,462+29.1% | $81,983+17.2% | $90,288+6.5% |
| Participation rate | 82.8% | 69.7%+13.2pp | 69.2%+13.6pp | 73.4%+9.5pp |
| Annual return | 13.25% | 17.56%-4.3pp | 41.31%-28.1pp | 53.97%-40.7pp |
| Employer contribution / active EE | $2,717 | $2,334+16.4% | $2,498+8.8% | $2,524+7.6% |
| Participant deferral / active EE | $3,742 | $3,602+3.9% | $3,722+0.5% | $4,232-11.6% |
| Admin fee / account holder | $0 | $98-99.8% | $5,664-100.0% | $114-99.8% |