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 | $411,628 | $78,485+424.5% | $106,213+287.6% | $74,495+452.6% |
| Participation rate | 97.3% | 72.8%+24.5pp | 75.3%+22.0pp | 67.2%+30.1pp |
| Annual return | 14.09% | 15.95%-1.9pp | 116.14%-102.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $10,426 | $2,523+313.3% | $3,171+228.7% | $2,623+297.5% |
| Participant deferral / active EE | $10,062 | $4,322+132.8% | $5,016+100.6% | $4,346+131.5% |
| Admin fee / account holder | $0 | $2,232-100.0% | $11,033-100.0% | $1,942-100.0% |