Filed January 18, 2008 (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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,485 | $102,553-19.6% | $151,611-45.6% | $66,914+23.3% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -9.22% | -10.82%+1.6pp | 3.33%-12.5pp | 1.58%-10.8pp |
| Employer contribution / active EE | $4,488 | $4,180+7.4% | $6,166-27.2% | $2,544+76.4% |
| Participant deferral / active EE | $5,917 | $6,641-10.9% | $8,363-29.2% | $4,237+39.7% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |