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 | $114,388 | $84,948+34.7% | $70,449+62.4% | $73,409+55.8% |
| Participation rate | 97.5% | 79.9%+17.5pp | 75.1%+22.4pp | 72.2%+25.3pp |
| Annual return | 14.23% | 13.39%+0.8pp | 109.03%-94.8pp | 59.29%-45.1pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $8,149 | $3,387+140.6% | $3,709+119.7% | $3,805+114.1% |
| Admin fee / account holder | $92 | $98-5.9% | $3,845-97.6% | $158-41.5% |