Filed July 16, 2009
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 | $106,460 | $74,552+42.8% | $62,995+69.0% | $69,631+52.9% |
| Participation rate | 78.5% | 78.3%+0.3pp | 74.8%+3.7pp | 70.7%+7.9pp |
| Annual return | 14.66% | 15.77%-1.1pp | 87.57%-72.9pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $4,339 | $2,929+48.1% | $2,759+57.3% | $2,032+113.5% |
| Participant deferral / active EE | $2,192 | $2,974-26.3% | $3,329-34.2% | $3,224-32.0% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |