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 | $475,157 | $171,977+176.3% | $200,582+136.9% | $140,769+237.5% |
| Participation rate | 99.5% | 93.2%+6.3pp | 86.9%+12.6pp | 74.2%+25.4pp |
| Annual return | 19.84% | 19.20%+0.6pp | 42.33%-22.5pp | 16.82%+3.0pp |
| Employer contribution / active EE | $17,818 | $6,031+195.4% | $6,419+177.6% | $3,906+356.2% |
| Participant deferral / active EE | $12,140 | $9,366+29.6% | $9,331+30.1% | $6,717+80.7% |
| Admin fee / account holder | $0 | $68-100.0% | $16,305-100.0% | $229-100.0% |