Filed November 12, 2002
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 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 | $109,188 | $89,652+21.8% | $141,162-22.7% | $65,185+67.5% |
| Participation rate | 93.6% | 74.7%+18.9pp | 82.5%+11.2pp | 70.2%+23.4pp |
| Annual return | 6.00% | 32.79%-26.8pp | 71.39%-65.4pp | 29.38%-23.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $8,024 | $5,691+41.0% | $6,709+19.6% | $3,514+128.4% |
| Admin fee / account holder | $3 | $569-99.5% | $10,261-100.0% | $847-99.7% |