Filed April 18, 2014
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 | $122,919 | $74,552+64.9% | $62,995+95.1% | $69,631+76.5% |
| Participation rate | 87.9% | 78.3%+9.7pp | 74.8%+13.1pp | 70.7%+17.2pp |
| Annual return | 14.52% | 15.77%-1.2pp | 87.57%-73.0pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $4,604 | $2,929+57.2% | $2,759+66.9% | $2,032+126.6% |
| Participant deferral / active EE | $4,526 | $2,974+52.2% | $3,329+36.0% | $3,224+40.4% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |