Filed November 18, 2015
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,018 | $42,894-25.4% | $60,874-47.4% | $68,494-53.3% |
| Participation rate | 98.9% | 66.8%+32.1pp | 73.1%+25.8pp | 67.9%+31.0pp |
| Annual return | -13.28% | -13.98%+0.7pp | 16.90%-30.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,115 | $1,978+6.9% | $2,701-21.7% | $2,596-18.6% |
| Participant deferral / active EE | $3,531 | $2,867+23.2% | $3,817-7.5% | $4,027-12.3% |
| Admin fee / account holder | $19 | $3,101-99.4% | $3,224-99.4% | $5,403-99.6% |