Filed May 6, 2010
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,690 | $46,732-68.6% | $156,549-90.6% | $55,167-73.4% |
| Participation rate | 76.6% | 65.8%+10.8pp | 84.0%-7.4pp | 69.0%+7.6pp |
| Annual return | 4.24% | 17.72%-13.5pp | 32.23%-28.0pp | 169.23%-165.0pp |
| Employer contribution / active EE | $1,104 | $2,105-47.5% | $5,501-79.9% | $1,963-43.7% |
| Participant deferral / active EE | $2,071 | $2,204-6.1% | $4,871-57.5% | $3,054-32.2% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |