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 | $41,359 | $80,354-48.5% | $133,980-69.1% | $63,975-35.4% |
| Participation rate | 96.6% | 87.5%+9.1pp | 87.1%+9.5pp | 71.1%+25.4pp |
| Annual return | 10.74% | 13.11%-2.4pp | 29.30%-18.6pp | 48.65%-37.9pp |
| Employer contribution / active EE | $2,830 | $3,503-19.2% | $5,211-45.7% | $2,182+29.7% |
| Participant deferral / active EE | $3,099 | $5,239-40.8% | $6,282-50.7% | $3,356-7.7% |
| Admin fee / account holder | $16 | $69-76.8% | $9,324-99.8% | $70-77.2% |