Filed September 21, 1999
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 5-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 | $130,393 | $50,106+160.2% | $70,014+86.2% | $57,658+126.1% |
| Participation rate | 97.2% | 70.9%+26.3pp | 71.8%+25.4pp | 70.2%+27.0pp |
| Annual return | 4.03% | 14.58%-10.6pp | 12.99%-9.0pp | 5.13%-1.1pp |
| Employer contribution / active EE | $6,019 | $1,739+246.1% | $2,338+157.4% | $1,974+205.0% |
| Participant deferral / active EE | $4,889 | $2,486+96.7% | $2,931+66.8% | $3,061+59.7% |
| Admin fee / account holder | $9 | $89-90.2% | $4,380-99.8% | $95-90.7% |