Filed January 9, 2010
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 5-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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,320 | $68,408+32.0% | $57,179+58.0% | $57,658+56.6% |
| Participation rate | 98.6% | 79.1%+19.5pp | 75.3%+23.3pp | 70.2%+28.4pp |
| Annual return | 6.33% | 8.51%-2.2pp | 14.59%-8.3pp | 5.13%+1.2pp |
| Employer contribution / active EE | $3,706 | $2,869+29.2% | $2,682+38.2% | $1,974+87.8% |
| Participant deferral / active EE | $3,344 | $2,903+15.2% | $3,096+8.0% | $3,061+9.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,139-100.0% | $95-100.0% |