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 | $49,303 | $50,637-2.6% | $86,590-43.1% | $62,292-20.9% |
| Participation rate | 90.4% | 67.9%+22.6pp | 73.5%+16.9pp | 69.5%+20.9pp |
| Annual return | 18.36% | 20.80%-2.4pp | 964.84%-946.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $7,429 | $2,075+258.0% | $2,839+161.7% | $2,042+263.8% |
| Participant deferral / active EE | $5,646 | $2,611+116.2% | $3,609+56.5% | $3,169+78.2% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |