Filed May 15, 2013
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,712 | $58,083-55.7% | $80,019-67.9% | $56,287-54.3% |
| Participation rate | 70.7% | 73.6%-2.9pp | 75.8%-5.1pp | 69.9%+0.9pp |
| Annual return | -8.79% | 34.61%-43.4pp | 11.22%-20.0pp | -9.96%+1.2pp |
| Employer contribution / active EE | $1,255 | $1,932-35.0% | $2,468-49.1% | $2,111-40.5% |
| Participant deferral / active EE | $2,193 | $3,135-30.0% | $3,686-40.5% | $3,350-34.5% |
| Admin fee / account holder | $24 | $623-96.1% | $6,521-99.6% | $521-95.4% |