Filed April 9, 1996
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 15 · EIN 35-0145825 | Recordkeeping | $35 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $132,035 | $56,972+131.8% | $182,532-27.7% | $65,185+102.6% |
| Participation rate | 95.7% | 66.5%+29.2pp | 78.0%+17.7pp | 70.2%+25.5pp |
| Annual return | 17.28% | 27.67%-10.4pp | 148.54%-131.3pp | 29.38%-12.1pp |
| Employer contribution / active EE | $307 | $1,615-81.0% | $4,076-92.5% | $2,177-85.9% |
| Participant deferral / active EE | $5,082 | $3,526+44.1% | $5,524-8.0% | $3,514+44.6% |
| Admin fee / account holder | $0 | $528-100.0% | $8,592-100.0% | $847-100.0% |