Filed December 7, 2010 (most recent of 3 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.
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 | $141,785 | $80,506+76.1% | $136,294+4.0% | $80,976+75.1% |
| Participation rate | 93.7% | 61.9%+31.8pp | 81.9%+11.8pp | 68.3%+25.4pp |
| Annual return | 17.23% | 27.70%-10.5pp | 5155.94%-5138.7pp | 22.91%-5.7pp |
| Employer contribution / active EE | $3,359 | $1,943+72.9% | $4,695-28.5% | $2,402+39.8% |
| Participant deferral / active EE | $8,036 | $4,601+74.6% | $6,247+28.6% | $3,848+108.8% |
| Admin fee / account holder | $0 | $72-100.0% | $9,243-100.0% | $67-100.0% |