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 | $46,699 | $44,873+4.1% | $79,464-41.2% | $56,287-17.0% |
| Participation rate | 85.1% | 68.7%+16.4pp | 73.3%+11.8pp | 69.9%+15.3pp |
| Annual return | -5.32% | 0.81%-6.1pp | 718.14%-723.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $9,476 | $2,140+342.8% | $2,800+238.4% | $2,111+348.9% |
| Participant deferral / active EE | $6,912 | $2,746+151.7% | $3,704+86.6% | $3,350+106.4% |
| Admin fee / account holder | $0 | $418-100.0% | $5,113-100.0% | $521-100.0% |