Filed April 4, 1997
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.
Employer contribution per participant 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 | $47,021 | $57,976-18.9% | $62,995-25.4% | $62,292-24.5% |
| Participation rate | 86.1% | 75.9%+10.2pp | 74.8%+11.3pp | 69.5%+16.6pp |
| Annual return | 16.57% | 17.54%-1.0pp | 87.57%-71.0pp | 28.90%-12.3pp |
| Employer contribution / active EE | $15 | $2,415-99.4% | $2,759-99.5% | $2,042-99.3% |
| Participant deferral / active EE | $2,712 | $2,956-8.2% | $3,329-18.5% | $3,169-14.4% |
| Admin fee / account holder | $3 | $276-98.9% | $3,600-99.9% | $479-99.3% |