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 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 | $62,697 | $63,114-0.7% | $92,893-32.5% | $65,185-3.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 15.85% | 28.75%-12.9pp | 109.41%-93.6pp | 29.38%-13.5pp |
| Employer contribution / active EE | $8,541 | $2,571+232.3% | $3,653+133.8% | $2,177+292.4% |
| Participant deferral / active EE | $2,125 | $3,108-31.6% | $4,236-49.8% | $3,514-39.5% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |