Filed February 15, 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.
Participant contribution per participant 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 | $22,252 | $55,002-59.5% | $59,878-62.8% | $56,287-60.5% |
| Participation rate | 84.9% | 75.9%+9.0pp | 74.7%+10.2pp | 69.9%+15.0pp |
| Annual return | 11.86% | 1.13%+10.7pp | 3.46%+8.4pp | -9.96%+21.8pp |
| Employer contribution / active EE | $1,291 | $2,448-47.2% | $2,722-52.6% | $2,111-38.8% |
| Participant deferral / active EE | $1,184 | $3,121-62.1% | $3,402-65.2% | $3,350-64.7% |
| Admin fee / account holder | $0 | $236-100.0% | $3,590-100.0% | $521-100.0% |