Filed December 21, 2012
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 | $95,947 | $52,953+81.2% | $172,739-44.5% | $65,185+47.2% |
| Participation rate | 77.1% | 66.2%+10.9pp | 82.6%-5.5pp | 70.2%+6.9pp |
| Annual return | 31.30% | 30.12%+1.2pp | 802.84%-771.5pp | 29.38%+1.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $18,169 | $2,471+635.4% | $5,198+249.6% | $3,514+417.1% |
| Admin fee / account holder | $15 | $472-96.9% | $13,954-99.9% | $847-98.3% |