Filed March 8, 1994
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 | $88,781 | $54,320+63.4% | $67,652+31.2% | $52,331+69.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 0.92% | 6.81%-5.9pp | 6625.04%-6624.1pp | 4.54%-3.6pp |
| Employer contribution / active EE | $4,972 | $1,544+222.1% | $2,266+119.4% | $1,882+164.2% |
| Participant deferral / active EE | $3,984 | $2,950+35.0% | $3,560+11.9% | $3,022+31.8% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |