Filed July 1, 2004
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 | $102,719 | $74,552+37.8% | $62,995+63.1% | $69,631+47.5% |
| Participation rate | 97.4% | 78.3%+19.1pp | 74.8%+22.6pp | 70.7%+26.7pp |
| Annual return | 34.50% | 15.77%+18.7pp | 87.57%-53.1pp | 27571.02%-27536.5pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $7,712 | $2,974+159.3% | $3,329+131.6% | $3,224+139.2% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |