Filed February 18, 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 9-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 that benefits due were not provided when due.
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 | $127,955 | $143,525-10.8% | $379,746-66.3% | $90,288+41.7% |
| Participation rate | 95.4% | 82.9%+12.4pp | 78.4%+16.9pp | 73.4%+22.0pp |
| Annual return | 22.01% | 18.97%+3.0pp | 34.90%-12.9pp | 53.97%-32.0pp |
| Employer contribution / active EE | $3,899 | $3,201+21.8% | $3,540+10.1% | $2,524+54.5% |
| Participant deferral / active EE | $8,854 | $5,231+69.3% | $6,024+47.0% | $4,232+109.2% |
| Admin fee / account holder | -$11 | $100-110.9% | $7,927-100.1% | $114-109.6% |