Filed April 5, 2008 (most recent of 3 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.
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 | $199,109 | $113,293+75.7% | $67,502+195.0% | $199,593-0.2% |
| Participation rate | 99.1% | 73.3%+25.7pp | 72.9%+26.2pp | 72.0%+27.1pp |
| Annual return | 12.98% | 15.88%-2.9pp | 3512.12%-3499.1pp | 34.25%-21.3pp |
| Employer contribution / active EE | $9,008 | $3,401+164.9% | $2,731+229.9% | $3,034+196.9% |
| Participant deferral / active EE | $6,439 | $4,159+54.8% | $4,000+61.0% | $5,087+26.6% |
| Admin fee / account holder | $22 | $103-78.6% | $3,998-99.5% | $269-91.8% |