Filed July 5, 2001
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 | Sub-TA Fees | $0 |
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 | $78,379 | $47,126+66.3% | $149,673-47.6% | $74,419+5.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 16.71% | 22.75%-6.0pp | 134.42%-117.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,268 | $1,905+71.5% | $4,818-32.2% | $2,637+23.9% |
| Participant deferral / active EE | $3,949 | $2,728+44.8% | $5,680-30.5% | $4,528-12.8% |
| Admin fee / account holder | $41 | $343-88.0% | $13,210-99.7% | $348-88.2% |