Filed October 19, 2011 (most recent of 3 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,142 | $37,134+24.3% | $100,671-54.2% | $52,331-11.8% |
| Participation rate | 95.0% | 57.7%+37.3pp | 70.7%+24.3pp | 68.1%+26.9pp |
| Annual return | 0.84% | 0.10%+0.7pp | 20.43%-19.6pp | 4.54%-3.7pp |
| Employer contribution / active EE | $1,381 | $1,187+16.3% | $4,012-65.6% | $1,882-26.6% |
| Participant deferral / active EE | $3,191 | $2,163+47.5% | $3,144+1.5% | $3,022+5.6% |
| Admin fee / account holder | $10 | $467-97.9% | $4,850-99.8% | $592-98.3% |