Filed May 17, 2008
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 | $115,253 | $85,199+35.3% | $57,179+101.6% | $63,975+80.2% |
| Participation rate | 98.4% | 74.0%+24.3pp | 75.3%+23.0pp | 71.1%+27.3pp |
| Annual return | 7.68% | 10.43%-2.8pp | 14.59%-6.9pp | 48.65%-41.0pp |
| Employer contribution / active EE | $5,371 | $3,446+55.9% | $2,682+100.2% | $2,182+146.2% |
| Participant deferral / active EE | $4,365 | $3,109+40.4% | $3,096+41.0% | $3,356+30.0% |
| Admin fee / account holder | $10 | $39-74.1% | $3,139-99.7% | $70-85.8% |