Filed January 26, 2012
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 | $97,806 | $67,984+43.9% | $65,493+49.3% | $74,304+31.6% |
| Participation rate | 96.5% | 66.3%+30.1pp | 73.1%+23.4pp | 60.3%+36.1pp |
| Annual return | 15.01% | 19.87%-4.9pp | 982.45%-967.4pp | 29.43%-14.4pp |
| Employer contribution / active EE | $2,983 | $2,491+19.8% | $2,574+15.9% | $2,241+33.1% |
| Participant deferral / active EE | $7,650 | $3,346+128.6% | $3,961+93.1% | $3,767+103.1% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |