Filed July 15, 2010
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $416,629 | $152,104+173.9% | $184,200+126.2% | $106,408+291.5% |
| Participation rate | 99.6% | 85.9%+13.7pp | 86.8%+12.8pp | 69.9%+29.7pp |
| Annual return | 13.71% | 20.70%-7.0pp | 28.80%-15.1pp | 17.37%-3.7pp |
| Employer contribution / active EE | $17,800 | $5,326+234.2% | $6,424+177.1% | $3,361+429.6% |
| Participant deferral / active EE | $12,243 | $8,559+43.1% | $9,132+34.1% | $5,567+119.9% |
| Admin fee / account holder | $0 | $103-100.0% | $13,907-100.0% | $79-100.0% |