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 | $115,648 | $53,925+114.5% | $75,670+52.8% | $69,631+66.1% |
| Participation rate | 98.1% | 71.2%+26.9pp | 72.3%+25.7pp | 70.7%+27.4pp |
| Annual return | 14.43% | 17.84%-3.4pp | 27.34%-12.9pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $4,815 | $1,802+167.2% | $2,352+104.7% | $2,032+136.9% |
| Participant deferral / active EE | $4,988 | $2,569+94.1% | $3,142+58.7% | $3,224+54.7% |
| Admin fee / account holder | $0 | $97-100.0% | $5,800-100.0% | $110-100.0% |