Filed October 11, 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 | $74,966 | $67,166+11.6% | $57,343+30.7% | $55,191+35.8% |
| Participation rate | 97.6% | 77.7%+19.9pp | 75.1%+22.5pp | 69.2%+28.4pp |
| Annual return | 2.14% | 4.22%-2.1pp | 24.39%-22.3pp | 10.78%-8.6pp |
| Employer contribution / active EE | $854 | $2,812-69.6% | $2,689-68.2% | $1,899-55.0% |
| Participant deferral / active EE | $1,966 | $2,835-30.7% | $3,162-37.8% | $3,046-35.5% |
| Admin fee / account holder | $0 | $44-100.0% | $3,356-100.0% | $91-100.0% |