Filed December 21, 2001 (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.
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 | $78,551 | $51,769+51.7% | $57,343+37.0% | $52,331+50.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 75.1%+24.9pp | 68.1%+31.9pp |
| Annual return | 1.61% | 2.43%-0.8pp | 24.39%-22.8pp | 4.54%-2.9pp |
| Employer contribution / active EE | $7,387 | $2,335+216.3% | $2,689+174.7% | $1,882+292.6% |
| Participant deferral / active EE | $2,140 | $2,794-23.4% | $3,162-32.3% | $3,022-29.2% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |