Filed January 9, 2013 (most recent of 3 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 9-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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,332 | $75,760-53.4% | $123,104-71.3% | $59,188-40.3% |
| Participation rate | 97.4% | 86.0%+11.3pp | 86.8%+10.6pp | 69.4%+28.0pp |
| Annual return | 0.33% | 2.93%-2.6pp | 13.22%-12.9pp | 5.51%-5.2pp |
| Employer contribution / active EE | $2,925 | $3,415-14.4% | $5,151-43.2% | $2,098+39.4% |
| Participant deferral / active EE | $3,030 | $5,000-39.4% | $6,230-51.4% | $3,265-7.2% |
| Admin fee / account holder | $12 | $61-80.4% | $9,015-99.9% | $92-87.1% |