Filed January 2, 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 | $39,335 | $43,423-9.4% | $78,689-50.0% | $55,167-28.7% |
| Participation rate | 84.4% | 68.0%+16.4pp | 73.6%+10.9pp | 69.0%+15.4pp |
| Annual return | 7.26% | 11.53%-4.3pp | 62.18%-54.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $3,358 | $1,997+68.2% | $2,851+17.8% | $1,963+71.1% |
| Participant deferral / active EE | $3,408 | $2,509+35.8% | $3,517-3.1% | $3,054+11.6% |
| Admin fee / account holder | $246 | $416-40.8% | $4,510-94.5% | $504-51.1% |