Filed January 31, 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 | $96,950 | $55,002+76.3% | $59,878+61.9% | $56,287+72.2% |
| Participation rate | 97.7% | 75.9%+21.8pp | 74.7%+23.0pp | 69.9%+27.8pp |
| Annual return | 9.14% | 1.13%+8.0pp | 3.46%+5.7pp | -9.96%+19.1pp |
| Employer contribution / active EE | $3,943 | $2,448+61.1% | $2,722+44.9% | $2,111+86.8% |
| Participant deferral / active EE | $4,043 | $3,121+29.5% | $3,402+18.9% | $3,350+20.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |