Filed October 12, 1995 (most recent of 2 filings on file)
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.
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 | $75,068 | $104,281-28.0% | $140,016-46.4% | $68,904+8.9% |
| Participation rate | 93.2% | 89.1%+4.0pp | 87.5%+5.7pp | 74.1%+19.0pp |
| Annual return | -3.12% | -1.33%-1.8pp | 651.12%-654.2pp | 1.07%-4.2pp |
| Employer contribution / active EE | $2,118 | $4,070-48.0% | $5,606-62.2% | $2,540-16.6% |
| Participant deferral / active EE | $7,251 | $6,129+18.3% | $6,927+4.7% | $4,015+80.6% |
| Admin fee / account holder | $0 | $79-100.0% | $10,705-100.0% | $71-100.0% |