Filed October 27, 1998 (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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,832 | $82,546-25.1% | $140,016-55.8% | $75,289-17.9% |
| Participation rate | 84.8% | 88.4%-3.6pp | 87.5%-2.7pp | 72.4%+12.3pp |
| Annual return | -10.54% | -0.36%-10.2pp | 651.12%-661.7pp | -0.04%-10.5pp |
| Employer contribution / active EE | $1,597 | $3,856-58.6% | $5,606-71.5% | $2,405-33.6% |
| Participant deferral / active EE | $3,548 | $5,731-38.1% | $6,927-48.8% | $3,739-5.1% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |