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 | $168,758 | $65,557+157.4% | $64,056+163.5% | $71,457+136.2% |
| Participation rate | 99.4% | 73.2%+26.2pp | 72.3%+27.1pp | 67.9%+31.4pp |
| Annual return | 16.61% | 18.94%-2.3pp | 33.69%-17.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $6,681 | $2,669+150.4% | $2,747+143.3% | $2,588+158.2% |
| Participant deferral / active EE | $7,685 | $3,626+112.0% | $3,880+98.1% | $4,289+79.2% |
| Admin fee / account holder | $135 | $616-78.0% | $3,068-95.6% | $1,587-91.5% |