Filed December 28, 1992
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,002 | $51,466+4.9% | $78,778-31.5% | $62,292-13.3% |
| Participation rate | 50.4% | 59.8%-9.4pp | 69.2%-18.8pp | 69.5%-19.1pp |
| Annual return | 16.76% | 19.96%-3.2pp | 35.62%-18.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $668 | $827-19.3% | $1,986-66.4% | $2,042-67.3% |
| Participant deferral / active EE | $2,681 | $2,147+24.8% | $2,958-9.4% | $3,169-15.4% |
| Admin fee / account holder | $54 | $489-89.0% | $5,134-99.0% | $479-88.8% |