Filed August 1, 2007
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 | $143,392 | $67,166+113.5% | $57,343+150.1% | $55,191+159.8% |
| Participation rate | 99.4% | 77.7%+21.7pp | 75.1%+24.3pp | 69.2%+30.2pp |
| Annual return | 1.62% | 4.22%-2.6pp | 24.39%-22.8pp | 10.78%-9.2pp |
| Employer contribution / active EE | $3,308 | $2,812+17.6% | $2,689+23.0% | $1,899+74.2% |
| Participant deferral / active EE | $4,012 | $2,835+41.5% | $3,162+26.9% | $3,046+31.7% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |