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 | $56,157 | $60,795-7.6% | $69,455-19.1% | $65,185-13.8% |
| Participation rate | 84.6% | 74.9%+9.8pp | 74.6%+10.0pp | 70.2%+14.4pp |
| Annual return | 14.24% | 17.46%-3.2pp | 28.97%-14.7pp | 29.38%-15.1pp |
| Employer contribution / active EE | $13 | $2,452-99.5% | $2,779-99.5% | $2,177-99.4% |
| Participant deferral / active EE | $3,215 | $3,162+1.7% | $3,535-9.1% | $3,514-8.5% |
| Admin fee / account holder | $4 | $314-98.6% | $3,839-99.9% | $847-99.5% |