Filed November 1, 2002
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 | $127,110 | $38,969+226.2% | $109,313+16.3% | $55,167+130.4% |
| Participation rate | 81.0% | 58.2%+22.7pp | 71.3%+9.7pp | 69.0%+12.0pp |
| Annual return | 30.54% | 8.26%+22.3pp | 22.07%+8.5pp | 169.23%-138.7pp |
| Employer contribution / active EE | $7,551 | $1,227+515.6% | $3,892+94.0% | $1,963+284.8% |
| Participant deferral / active EE | $3,352 | $2,176+54.1% | $3,166+5.8% | $3,054+9.7% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |