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.
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 | $51,411 | $55,449-7.3% | $83,848-38.7% | $56,287-8.7% |
| Participation rate | 98.7% | 68.0%+30.7pp | 76.1%+22.6pp | 69.9%+28.9pp |
| Annual return | -5.21% | -1.38%-3.8pp | 850.88%-856.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $6,500 | $2,430+167.4% | $3,631+79.0% | $2,111+207.9% |
| Participant deferral / active EE | $1,807 | $2,935-38.4% | $4,082-55.7% | $3,350-46.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |