Filed March 11, 1996
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 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 | $174,727 | $91,762+90.4% | $67,502+158.8% | $77,643+125.0% |
| Participation rate | 98.0% | 75.9%+22.1pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 11.85% | 14.87%-3.0pp | 3512.12%-3500.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $4,706 | $3,181+47.9% | $2,731+72.3% | $2,726+72.6% |
| Participant deferral / active EE | $4,325 | $3,903+10.8% | $4,000+8.1% | $4,647-6.9% |
| Admin fee / account holder | $147 | $176-16.5% | $3,998-96.3% | $430-65.8% |