Filed July 8, 2010 (most recent of 4 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,098 | $96,393+122.1% | $130,231+64.4% | $96,393+122.1% |
| Participation rate | 97.8% | 71.3%+26.5pp | 76.3%+21.5pp | 71.3%+26.5pp |
| Annual return | 17.14% | 22.88%-5.7pp | 38.77%-21.6pp | 22.88%-5.7pp |
| Employer contribution / active EE | $6,912 | $3,238+113.4% | $4,126+67.5% | $3,238+113.4% |
| Participant deferral / active EE | $12,236 | $5,455+124.3% | $6,799+80.0% | $5,455+124.3% |
| Admin fee / account holder | $0 | $74-100.0% | $6,020-100.0% | $74-100.0% |