Filed December 29, 1992
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,511 | $111,608-21.6% | $177,821-50.8% | $73,409+19.2% |
| Participation rate | 84.5% | 87.9%-3.4pp | 87.7%-3.2pp | 72.2%+12.3pp |
| Annual return | 5.92% | 18.23%-12.3pp | 48.32%-42.4pp | 59.29%-53.4pp |
| Employer contribution / active EE | $1,379 | $3,796-63.7% | $5,918-76.7% | $2,234-38.3% |
| Participant deferral / active EE | $3,171 | $6,199-48.9% | $7,714-58.9% | $3,805-16.7% |
| Admin fee / account holder | $0 | $166-100.0% | $12,427-100.0% | $158-100.0% |