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 | $310,577 | $72,607+327.8% | $90,749+242.2% | $66,914+364.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.97% | -12.28%-3.7pp | -12.16%-3.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $10,711 | $2,369+352.2% | $2,921+266.7% | $2,544+321.0% |
| Participant deferral / active EE | $10,193 | $3,977+156.3% | $4,564+123.3% | $4,237+140.6% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |