Filed April 2, 2008
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,647 | $47,126-66.8% | $149,673-89.5% | $74,419-79.0% |
| Participation rate | 97.6% | 63.4%+34.2pp | 78.8%+18.8pp | 70.7%+26.8pp |
| Annual return | 13.82% | 22.75%-8.9pp | 134.42%-120.6pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,590 | $1,905-16.6% | $4,818-67.0% | $2,637-39.7% |
| Participant deferral / active EE | $859 | $2,728-68.5% | $5,680-84.9% | $4,528-81.0% |
| Admin fee / account holder | $2 | $343-99.3% | $13,210-100.0% | $348-99.4% |