Filed April 16, 2010 (most recent of 2 filings on file)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $292,371 | $66,310+340.9% | $93,606+212.3% | $65,185+348.5% |
| Participation rate | 97.4% | 74.0%+23.4pp | 75.8%+21.5pp | 70.2%+27.2pp |
| Annual return | 23.01% | 42.58%-19.6pp | 32.76%-9.8pp | 29.38%-6.4pp |
| Employer contribution / active EE | $10,060 | $2,012+400.0% | $2,718+270.1% | $2,177+362.2% |
| Participant deferral / active EE | $8,506 | $3,342+154.5% | $4,069+109.1% | $3,514+142.1% |
| Admin fee / account holder | $0 | $6,897-100.0% | $7,888-100.0% | $847-100.0% |