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 | $186,965 | $69,763+168.0% | $67,502+177.0% | $74,495+151.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 14.31% | -40.34%+54.7pp | 3512.12%-3497.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $7,130 | $2,704+163.7% | $2,731+161.1% | $2,623+171.8% |
| Participant deferral / active EE | $8,136 | $3,636+123.8% | $4,000+103.4% | $4,346+87.2% |
| Admin fee / account holder | $294 | $896-67.2% | $3,998-92.7% | $1,942-84.9% |