Filed February 21, 2000 (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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,923 | $48,082-33.6% | $77,482-58.8% | $106,222-69.9% |
| Participation rate | 18.2% | 33.6%-15.4pp | 54.2%-36.0pp | 70.8%-52.6pp |
| Annual return | 15.93% | 15.72%+0.2pp | 54.79%-38.9pp | 21.69%-5.8pp |
| Employer contribution / active EE | $163 | $457-64.3% | $986-83.5% | $2,723-94.0% |
| Participant deferral / active EE | $575 | $1,043-44.9% | $1,861-69.1% | $4,600-87.5% |
| Admin fee / account holder | $62 | $79-21.5% | $2,858-97.8% | $78-20.4% |