Filed February 3, 2014
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,404 | $57,610+221.8% | $154,803+19.8% | $102,872+80.2% |
| Participation rate | 97.2% | 59.5%+37.7pp | 78.1%+19.1pp | 73.0%+24.1pp |
| Annual return | 17.88% | 30.49%-12.6pp | 58.88%-41.0pp | 19.06%-1.2pp |
| Employer contribution / active EE | $7,940 | $1,883+321.6% | $4,305+84.4% | $3,526+125.1% |
| Participant deferral / active EE | $17,444 | $2,914+498.6% | $5,540+214.8% | $5,535+215.2% |
| Admin fee / account holder | $1 | $368-99.7% | $14,329-100.0% | $292-99.6% |