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 | $368,767 | $71,516+415.6% | $98,439+274.6% | $71,457+416.1% |
| Participation rate | 96.7% | 72.7%+24.0pp | 75.2%+21.5pp | 67.9%+28.7pp |
| Annual return | 19.03% | 32.41%-13.4pp | 21.16%-2.1pp | 28.85%-9.8pp |
| Employer contribution / active EE | $10,430 | $2,399+334.8% | $3,048+242.2% | $2,588+303.1% |
| Participant deferral / active EE | $10,083 | $4,109+145.4% | $4,738+112.8% | $4,289+135.1% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |