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.
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 | $56,256 | $65,322-13.9% | $70,449-20.1% | $73,488-23.4% |
| Participation rate | 85.0% | 77.0%+8.1pp | 75.1%+10.0pp | 70.7%+14.4pp |
| Annual return | 9.44% | 15.71%-6.3pp | 109.03%-99.6pp | 28.51%-19.1pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,986 | $3,375-11.5% | $3,709-19.5% | $3,740-20.1% |
| Admin fee / account holder | $5 | $214-97.6% | $3,845-99.9% | $513-99.0% |