Filed December 25, 2013 (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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,064 | $60,165+86.3% | $74,183+51.1% | $55,167+103.1% |
| Participation rate | 98.3% | 74.2%+24.2pp | 76.6%+21.7pp | 69.0%+29.3pp |
| Annual return | 9.95% | 10.00%0pp | 17.74%-7.8pp | 169.23%-159.3pp |
| Employer contribution / active EE | $4,785 | $1,600+199.1% | $2,370+101.9% | $1,963+143.8% |
| Participant deferral / active EE | $5,787 | $2,973+94.7% | $3,550+63.0% | $3,054+89.5% |
| Admin fee / account holder | $286 | $419-31.9% | $5,586-94.9% | $504-43.3% |