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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,233 | $74,552-31.3% | $62,995-18.7% | $69,631-26.4% |
| Participation rate | 29.2% | 78.3%-49.0pp | 74.8%-45.6pp | 70.7%-41.4pp |
| Annual return | 14.68% | 15.77%-1.1pp | 87.57%-72.9pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,759-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,328 | $2,974-55.3% | $3,329-60.1% | $3,224-58.8% |
| Admin fee / account holder | $0 | $59-100.0% | $3,600-100.0% | $110-100.0% |