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.
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 | $30,992 | $66,310-53.3% | $93,606-66.9% | $65,185-52.5% |
| Participation rate | 73.0% | 74.0%-1.0pp | 75.8%-2.9pp | 70.2%+2.8pp |
| Annual return | 22.37% | 42.58%-20.2pp | 32.76%-10.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,401 | $2,012-30.4% | $2,718-48.4% | $2,177-35.6% |
| Participant deferral / active EE | $2,374 | $3,342-29.0% | $4,069-41.7% | $3,514-32.4% |
| Admin fee / account holder | $21 | $6,897-99.7% | $7,888-99.7% | $847-97.5% |