Filed October 2, 2002 (most recent of 2 filings on file)
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 | $65,416 | $80,005-18.2% | $140,016-53.3% | $55,725+17.4% |
| Participation rate | 85.7% | 87.0%-1.3pp | 87.5%-1.8pp | 70.9%+14.9pp |
| Annual return | 1.39% | 0.46%+0.9pp | 651.12%-649.7pp | 244.93%-243.5pp |
| Employer contribution / active EE | $2,163 | $3,403-36.4% | $5,606-61.4% | $2,078+4.1% |
| Participant deferral / active EE | $4,526 | $5,264-14.0% | $6,927-34.7% | $3,356+34.9% |
| Admin fee / account holder | $104 | $116-10.1% | $10,705-99.0% | $115-9.7% |