Filed December 15, 2011
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 | $29,440 | $56,897-48.3% | $84,750-65.3% | $62,891-53.2% |
| Participation rate | 89.7% | 68.5%+21.2pp | 76.6%+13.1pp | 69.3%+20.4pp |
| Annual return | 8.63% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,698 | $2,400-29.3% | $3,574-52.5% | $2,281-25.6% |
| Participant deferral / active EE | $3,742 | $2,709+38.1% | $3,712+0.8% | $3,203+16.8% |
| Admin fee / account holder | $47 | $3,581-98.7% | $5,332-99.1% | $4,296-98.9% |