Plan administrator
Person or entity designated under the plan document to manage day-to-day operations and required filings.
Definition
The plan administrator under ERISA is the person designated by the plan document, or the plan sponsor by default. For most Solo 401(k) plans the owner is both sponsor and administrator. The administrator signs Form 5500-EZ.
Why it matters
For IRS Form 5500-EZ, this term helps decide which records, dates, values, or review questions belong in the packet.
How the tool uses it
Solo 5500 treats this as a review signal. The user enters the facts, checks the source-linked explanation, reviews the packet, and files through the official channel when the supported case still fits.
When to check the source
Check the official source when the answer depends on eligibility, late filing relief, official correspondence, valuation, or a fact you cannot verify from your own records.
Source and review date
Last reviewed: . Use the linked source for the official wording behind this term.
Official source: IRS Form 5500-EZ filing notices