Filed August 28, 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 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 | $42,923 | $43,423-1.2% | $78,689-45.5% | $55,167-22.2% |
| Participation rate | 95.1% | 68.0%+27.1pp | 73.6%+21.6pp | 69.0%+26.1pp |
| Annual return | 7.57% | 11.53%-4.0pp | 62.18%-54.6pp | 169.23%-161.7pp |
| Employer contribution / active EE | $6,699 | $1,997+235.5% | $2,851+135.0% | $1,963+241.3% |
| Participant deferral / active EE | $4,821 | $2,509+92.2% | $3,517+37.1% | $3,054+57.8% |
| Admin fee / account holder | $0 | $416-100.0% | $4,510-100.0% | $504-100.0% |