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 | $91,240 | $55,453+64.5% | $170,442-46.5% | $62,292+46.5% |
| Participation rate | 81.2% | 66.4%+14.8pp | 83.6%-2.4pp | 69.5%+11.7pp |
| Annual return | 20.01% | 21.38%-1.4pp | 205.93%-185.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $5,036 | $2,164+132.7% | $5,433-7.3% | $2,042+146.6% |
| Participant deferral / active EE | $6,975 | $2,303+202.9% | $4,939+41.2% | $3,169+120.1% |
| Admin fee / account holder | $236 | $455-48.1% | $13,880-98.3% | $479-50.7% |