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 | $81,240 | $52,467+54.8% | $57,179+42.1% | $55,167+47.3% |
| Participation rate | 99.4% | 75.8%+23.5pp | 75.3%+24.0pp | 69.0%+30.4pp |
| Annual return | 6.50% | 7.72%-1.2pp | 14.59%-8.1pp | 169.23%-162.7pp |
| Employer contribution / active EE | $7,555 | $2,477+204.9% | $2,682+181.6% | $1,963+284.9% |
| Participant deferral / active EE | $2,548 | $2,830-10.0% | $3,096-17.7% | $3,054-16.6% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |