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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $395,172 | $79,428+397.5% | $106,548+270.9% | $79,386+397.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 14.81% | 18.27%-3.5pp | 26.80%-12.0pp | 116.85%-102.0pp |
| Employer contribution / active EE | $10,211 | $2,234+357.1% | $2,819+262.2% | $2,427+320.6% |
| Participant deferral / active EE | $9,708 | $3,823+154.0% | $4,398+120.7% | $4,046+140.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |