Filed September 17, 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,180 | $128,056-16.3% | $146,958-27.1% | $106,382+0.8% |
| Participation rate | 87.7% | 67.2%+20.5pp | 82.2%+5.6pp | 69.9%+17.8pp |
| Annual return | 14.75% | 17.89%-3.1pp | 418.34%-403.6pp | 17.37%-2.6pp |
| Employer contribution / active EE | $4,050 | $3,384+19.7% | $4,933-17.9% | $3,364+20.4% |
| Participant deferral / active EE | $10,141 | $7,674+32.1% | $8,070+25.7% | $5,569+82.1% |
| Admin fee / account holder | $65 | $89-26.3% | $12,998-99.5% | $79-17.6% |