Filed November 17, 1992 (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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,694 | $58,726-6.9% | $92,233-40.7% | $62,292-12.2% |
| Participation rate | 95.5% | 68.3%+27.1pp | 76.5%+19.0pp | 69.5%+25.9pp |
| Annual return | 15.26% | 43.62%-28.4pp | 176.28%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $4,254 | $2,392+77.9% | $3,679+15.6% | $2,042+108.3% |
| Participant deferral / active EE | $4,796 | $2,766+73.4% | $3,897+23.1% | $3,169+51.3% |
| Admin fee / account holder | $241 | $556-56.6% | $5,194-95.4% | $479-49.7% |