Filed August 26, 2014 (most recent of 2 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 | $144,927 | $60,989+137.6% | $60,874+138.1% | $66,914+116.6% |
| Participation rate | 99.4% | 74.5%+24.9pp | 73.1%+26.3pp | 69.8%+29.6pp |
| Annual return | -13.87% | -9.60%-4.3pp | 16.90%-30.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $6,247 | $2,661+134.8% | $2,701+131.3% | $2,544+145.5% |
| Participant deferral / active EE | $7,347 | $3,615+103.2% | $3,817+92.5% | $4,237+73.4% |
| Admin fee / account holder | $130 | $338-61.7% | $3,224-96.0% | $593-78.2% |