Filed May 19, 1998
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $7,500 |
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 | $248,176 | $87,013+185.2% | $106,213+133.7% | $80,856+206.9% |
| Participation rate | 89.1% | 70.4%+18.6pp | 75.3%+13.8pp | 67.6%+21.4pp |
| Annual return | 14.44% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,003 | $2,395+67.1% | $3,171+26.2% | $2,755+45.3% |
| Participant deferral / active EE | $9,701 | $3,986+143.4% | $5,016+93.4% | $4,296+125.8% |
| Admin fee / account holder | $129 | $8,431-98.5% | $11,033-98.8% | $6,918-98.1% |