Filed June 7, 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 | $39,230 | $52,467-25.2% | $57,179-31.4% | $55,167-28.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 5.98% | 7.72%-1.7pp | 14.59%-8.6pp | 169.23%-163.2pp |
| Employer contribution / active EE | $4,138 | $2,477+67.0% | $2,682+54.3% | $1,963+110.9% |
| Participant deferral / active EE | $5,094 | $2,830+80.0% | $3,096+64.5% | $3,054+66.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,139-100.0% | $504-100.0% |