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.
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 | $133,148 | $59,159+125.1% | $159,960-16.8% | $66,914+99.0% |
| Participation rate | 90.8% | 68.1%+22.7pp | 78.0%+12.8pp | 69.8%+21.0pp |
| Annual return | -10.01% | -12.26%+2.2pp | 408.60%-418.6pp | 1.58%-11.6pp |
| Employer contribution / active EE | $381 | $1,983-80.8% | $4,226-91.0% | $2,544-85.0% |
| Participant deferral / active EE | $6,344 | $4,395+44.4% | $6,182+2.6% | $4,237+49.7% |
| Admin fee / account holder | $0 | $591-100.0% | $8,698-100.0% | $593-100.0% |