Filed July 19, 1991
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 50 · EIN 04-2647786 | Direct Payment | $4,864,209 |
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 | $157,460 | $97,018+62.3% | $149,696+5.2% | $106,222+48.2% |
| Participation rate | 94.3% | 67.0%+27.4pp | 82.5%+11.9pp | 70.8%+23.5pp |
| Annual return | 26.07% | 24.13%+1.9pp | 276.60%-250.5pp | 21.69%+4.4pp |
| Employer contribution / active EE | $3,214 | $2,520+27.6% | $4,644-30.8% | $2,723+18.0% |
| Participant deferral / active EE | $10,975 | $5,988+83.3% | $6,842+60.4% | $4,600+138.6% |
| Admin fee / account holder | $60 | $72-17.1% | $9,309-99.4% | $78-23.8% |