Filed May 1, 2009 (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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $7,830 |
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 | $42,154 | $71,802-41.3% | $133,980-68.5% | $57,658-26.9% |
| Participation rate | 93.9% | 85.5%+8.5pp | 87.1%+6.9pp | 70.2%+23.7pp |
| Annual return | 7.16% | 13.51%-6.3pp | 29.30%-22.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,820 | $3,161-42.4% | $5,211-65.1% | $1,974-7.8% |
| Participant deferral / active EE | $2,968 | $4,606-35.6% | $6,282-52.8% | $3,061-3.0% |
| Admin fee / account holder | $26 | $88-70.0% | $9,324-99.7% | $95-72.2% |