Filed September 16, 1994 (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 | $70,587 | $54,380+29.8% | $68,509+3.0% | $59,632+18.4% |
| Participation rate | 93.5% | 70.2%+23.4pp | 74.7%+18.8pp | 68.7%+24.9pp |
| Annual return | 5.98% | 2.83%+3.1pp | 8.27%-2.3pp | 2041.28%-2035.3pp |
| Employer contribution / active EE | $1,672 | $1,539+8.7% | $2,278-26.6% | $2,203-24.1% |
| Participant deferral / active EE | $3,350 | $2,643+26.7% | $3,382-1.0% | $3,192+5.0% |
| Admin fee / account holder | $23 | $3,885-99.4% | $5,275-99.6% | $4,297-99.5% |