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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,528 | $60,795+53.8% | $69,455+34.7% | $65,185+43.5% |
| Participation rate | 96.4% | 74.9%+21.5pp | 74.6%+21.7pp | 70.2%+26.2pp |
| Annual return | 4.95% | 17.46%-12.5pp | 28.97%-24.0pp | 29.38%-24.4pp |
| Employer contribution / active EE | $3,888 | $2,452+58.6% | $2,779+39.9% | $2,177+78.6% |
| Participant deferral / active EE | $3,717 | $3,162+17.6% | $3,535+5.1% | $3,514+5.8% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |