Filed November 19, 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 | $55,022 | $70,083-21.5% | $59,878-8.1% | $55,725-1.3% |
| Participation rate | 99.7% | 78.4%+21.4pp | 74.7%+25.0pp | 70.9%+28.9pp |
| Annual return | -1.00% | 3.13%-4.1pp | 3.46%-4.5pp | 244.93%-245.9pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,105 | $3,079+0.9% | $3,402-8.7% | $3,356-7.5% |
| Admin fee / account holder | $0 | $70-100.0% | $3,590-100.0% | $115-100.0% |