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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,419 | $65,390+122.4% | $169,368-14.1% | $71,457+103.5% |
| Participation rate | 87.9% | 67.0%+21.0pp | 77.1%+10.8pp | 67.9%+20.0pp |
| Annual return | 12.73% | 21.31%-8.6pp | 405.60%-392.9pp | 28.85%-16.1pp |
| Employer contribution / active EE | $394 | $2,079-81.0% | $4,013-90.2% | $2,588-84.8% |
| Participant deferral / active EE | $6,798 | $4,367+55.7% | $6,221+9.3% | $4,289+58.5% |
| Admin fee / account holder | $0 | $1,324-100.0% | $9,003-100.0% | $1,587-100.0% |