Filed March 3, 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).
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 | $35,763 | $36,916-3.1% | $156,549-77.2% | $57,658-38.0% |
| Participation rate | 94.2% | 63.4%+30.7pp | 84.0%+10.2pp | 70.2%+23.9pp |
| Annual return | 5.60% | 12.38%-6.8pp | 32.23%-26.6pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,489 | $1,571-5.2% | $5,501-72.9% | $1,974-24.5% |
| Participant deferral / active EE | $789 | $1,926-59.0% | $4,871-83.8% | $3,061-74.2% |
| Admin fee / account holder | $15 | $82-81.3% | $13,027-99.9% | $95-83.7% |