Filed December 6, 2002 (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.
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 | $229,176 | $58,208+293.7% | $81,812+180.1% | $80,856+183.4% |
| Participation rate | 74.4% | 63.4%+11.0pp | 72.3%+2.0pp | 67.6%+6.8pp |
| Annual return | 11.17% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,073 | $3,281+237.5% | $4,319+156.4% | $4,296+157.8% |
| Admin fee / account holder | $28 | $4,981-99.4% | $7,386-99.6% | $6,918-99.6% |