Filed March 17, 1994 (most recent of 2 filings on file)
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,864 | $47,540+44.9% | $79,550-13.4% | $89,394-23.0% |
| Participation rate | 59.0% | 54.9%+4.1pp | 69.5%-10.5pp | 71.3%-12.3pp |
| Annual return | -12.88% | -8.05%-4.8pp | 0.16%-13.0pp | -11.89%-1.0pp |
| Employer contribution / active EE | $2,177 | $1,122+94.1% | $2,413-9.8% | $3,022-27.9% |
| Participant deferral / active EE | $2,780 | $1,961+41.7% | $3,985-30.3% | $5,123-45.7% |
| Admin fee / account holder | $19 | $59-67.7% | $6,832-99.7% | $79-76.2% |