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 | $91,621+90.7% | $67,511+158.8% | $77,671+125.0% |
| Participation rate | 98.0% | 76.0%+22.1pp | 72.9%+25.2pp | 70.6%+27.5pp |
| Annual return | 11.85% | 14.87%-3.0pp | 3517.41%-3505.6pp | 31.21%-19.4pp |
| Employer contribution / active EE | $4,706 | $3,184+47.8% | $2,733+72.2% | $2,726+72.6% |
| Participant deferral / active EE | $4,325 | $3,906+10.7% | $4,000+8.1% | $4,648-7.0% |
| Admin fee / account holder | $147 | $176-16.6% | $3,999-96.3% | $430-65.8% |