Filed December 20, 1999 (most recent of 2 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,225 | $85,202+57.5% | $172,739-22.3% | $72,985+83.9% |
| Participation rate | 96.1% | 70.1%+26.0pp | 82.6%+13.4pp | 69.5%+26.6pp |
| Annual return | 20.56% | 27.32%-6.8pp | 802.84%-782.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,143 | $3,324+54.7% | $5,1430% | $2,440+110.8% |
| Participant deferral / active EE | $7,906 | $3,260+142.5% | $5,198+52.1% | $3,607+119.2% |
| Admin fee / account holder | $372 | $5,884-93.7% | $13,954-97.3% | $5,124-92.7% |