Filed December 11, 1997 (most recent of 5 filings on file)
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.
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).
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 | $59,617 | $177,276-66.4% | $118,746-49.8% | $177,276-66.4% |
| Participation rate | 92.4% | 74.8%+17.6pp | 78.3%+14.2pp | 74.8%+17.6pp |
| Annual return | 13.62% | 21.25%-7.6pp | 24.54%-10.9pp | 21.25%-7.6pp |
| Employer contribution / active EE | $4,897 | $2,479+97.5% | $4,193+16.8% | $2,479+97.5% |
| Participant deferral / active EE | $2,405 | $3,881-38.0% | $5,332-54.9% | $3,881-38.0% |
| Admin fee / account holder | $58 | $154-62.5% | $10,720-99.5% | $154-62.5% |