Filed October 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,867 | $58,726-4.9% | $92,233-39.4% | $62,292-10.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.97% | 43.62%-34.6pp | 176.28%-167.3pp | 28.90%-19.9pp |
| Employer contribution / active EE | $8,343 | $2,392+248.8% | $3,679+126.8% | $2,042+308.5% |
| Participant deferral / active EE | $1,498 | $2,766-45.8% | $3,897-61.5% | $3,169-52.7% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |