Filed December 31, 1992
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,025 | $126,925+80.4% | $74,183+208.7% | $329,111-30.4% |
| Participation rate | 95.2% | 87.5%+7.7pp | 76.6%+18.6pp | 67.9%+27.4pp |
| Annual return | 12.11% | 10.67%+1.4pp | 17.74%-5.6pp | 16.35%-4.2pp |
| Employer contribution / active EE | $5,843 | $3,536+65.2% | $2,370+146.5% | $2,303+153.7% |
| Participant deferral / active EE | $6,993 | $6,619+5.7% | $3,550+97.0% | $3,682+89.9% |
| Admin fee / account holder | $0 | $64-100.0% | $5,586-100.0% | $754-100.0% |