Filed February 11, 2011
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 | $165,434 | $63,764+159.4% | $81,930+101.9% | $79,858+107.2% |
| Participation rate | 97.9% | 67.5%+30.4pp | 72.0%+25.9pp | 69.6%+28.3pp |
| Annual return | 13.41% | 22.66%-9.3pp | 29.49%-16.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $10,305 | $1,795+474.0% | $4,310+139.1% | $2,471+317.1% |
| Participant deferral / active EE | $5,004 | $2,780+80.0% | $7,107-29.6% | $3,740+33.8% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,158-100.0% | $5,306-100.0% |