Filed April 27, 1998
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 | $195,315 | $123,286+58.4% | $75,670+158.1% | $77,958+150.5% |
| Participation rate | 97.2% | 78.8%+18.5pp | 72.3%+24.9pp | 71.6%+25.6pp |
| Annual return | 19.23% | 20.45%-1.2pp | 27.34%-8.1pp | 20.87%-1.6pp |
| Employer contribution / active EE | $6,037 | $2,035+196.7% | $2,352+156.7% | $2,310+161.3% |
| Participant deferral / active EE | $8,304 | $3,095+168.3% | $3,142+164.3% | $3,537+134.8% |
| Admin fee / account holder | $0 | $144-100.0% | $5,800-100.0% | $97-100.0% |