Filed June 24, 1994
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 9-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,782 | $61,272+10.6% | $149,673-54.7% | $71,457-5.1% |
| Participation rate | 97.0% | 62.5%+34.4pp | 78.8%+18.2pp | 67.9%+29.0pp |
| Annual return | 21.47% | 35.85%-14.4pp | 134.42%-112.9pp | 28.85%-7.4pp |
| Employer contribution / active EE | $8,676 | $2,378+264.8% | $4,818+80.1% | $2,588+235.3% |
| Participant deferral / active EE | $5,851 | $2,917+100.6% | $5,680+3.0% | $4,289+36.4% |
| Admin fee / account holder | $17 | $1,261-98.7% | $13,210-99.9% | $1,587-98.9% |