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.
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 | $72,305 | $72,607-0.4% | $90,749-20.3% | $66,914+8.1% |
| Participation rate | 94.6% | 73.7%+20.9pp | 75.7%+18.9pp | 69.8%+24.8pp |
| Annual return | -24.48% | -12.28%-12.2pp | -12.16%-12.3pp | 1.58%-26.1pp |
| Employer contribution / active EE | $2,695 | $2,369+13.8% | $2,921-7.7% | $2,544+5.9% |
| Participant deferral / active EE | $4,350 | $3,977+9.4% | $4,564-4.7% | $4,237+2.7% |
| Admin fee / account holder | $13 | $707-98.1% | $8,445-99.8% | $593-97.7% |