Filed October 18, 2004
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 | $56,577 | $44,873+26.1% | $79,464-28.8% | $56,287+0.5% |
| Participation rate | 73.9% | 68.7%+5.2pp | 73.3%+0.6pp | 69.9%+4.1pp |
| Annual return | -3.64% | 0.81%-4.5pp | 718.14%-721.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,127 | $2,746+86.7% | $3,704+38.4% | $3,350+53.1% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |