Filed February 11, 2011
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 | $79,623 | $46,732+70.4% | $156,549-49.1% | $55,167+44.3% |
| Participation rate | 77.0% | 65.8%+11.2pp | 84.0%-7.0pp | 69.0%+8.0pp |
| Annual return | 7.72% | 17.72%-10.0pp | 32.23%-24.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $6,274 | $2,105+198.0% | $5,501+14.0% | $1,963+219.7% |
| Participant deferral / active EE | $7,587 | $2,204+244.2% | $4,871+55.8% | $3,054+148.4% |
| Admin fee / account holder | $212 | $418-49.3% | $13,027-98.4% | $504-57.9% |