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 | $48,975 | $55,002-11.0% | $59,878-18.2% | $56,287-13.0% |
| Participation rate | 84.7% | 75.9%+8.8pp | 74.7%+10.0pp | 69.9%+14.9pp |
| Annual return | 4.99% | 1.13%+3.9pp | 3.46%+1.5pp | -9.96%+15.0pp |
| Employer contribution / active EE | $11 | $2,448-99.6% | $2,722-99.6% | $2,111-99.5% |
| Participant deferral / active EE | $3,150 | $3,121+0.9% | $3,402-7.4% | $3,350-6.0% |
| Admin fee / account holder | $3 | $236-98.6% | $3,590-99.9% | $521-99.4% |