Filed August 4, 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,912 | $65,557+50.9% | $64,056+54.4% | $71,457+38.4% |
| Participation rate | 75.2% | 73.2%+2.1pp | 72.3%+2.9pp | 67.9%+7.3pp |
| Annual return | 17.88% | 18.94%-1.1pp | 33.69%-15.8pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,708 | $2,669+38.9% | $2,747+35.0% | $2,588+43.3% |
| Participant deferral / active EE | $4,739 | $3,626+30.7% | $3,880+22.1% | $4,289+10.5% |
| Admin fee / account holder | $45 | $616-92.7% | $3,068-98.5% | $1,587-97.2% |