Filed February 29, 2012
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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $15,874 |
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 | $25,532 | $54,762-53.4% | $90,281-71.7% | $72,985-65.0% |
| Participation rate | 97.6% | 65.1%+32.4pp | 73.3%+24.3pp | 69.5%+28.1pp |
| Annual return | 22.81% | 30.63%-7.8pp | 78.10%-55.3pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,784 | $2,092+33.0% | $2,854-2.5% | $2,440+14.1% |
| Participant deferral / active EE | $3,402 | $2,887+17.9% | $3,885-12.4% | $3,607-5.7% |
| Admin fee / account holder | $116 | $3,972-97.1% | $5,351-97.8% | $5,124-97.7% |